1900 Wealth

Meet Hunt Hord, Investment Advisor at 1900 Wealth. Hunt works closely with the team to manage relationships and investment strategies, ensuring that we deliver personalized, high-level service to our clients. With a background in private equity and a passion for both stock market and private investments, Hunt combines his expertise to help clients navigate the complexities of investment opportunities. He also plays a key role in representing 1900 Wealth at events and expanding the firm’s connections within the financial community. Learn more about Hunt's role at 1900 Wealth and how he contributes to our team by visiting the link below. Interested in our services? Visit 1900wealth.com or call (210) 736-7700.

1900 Wealth Management wishes everyone a very joyful Thanksgiving. As we reflect on the season of gratitude, may your day be filled with warmth, togetherness, and countless blessings.

The following The Wall Street Journal article outlines salient points that 1900 Wealth's advisors often share with our clients regarding their estate planning and financial accounts. To learn more about how 1900 Wealth can assist with your financial goals and needs please visit 1900wealth.com or call (210)736-7700. https://lnkd.in/gmcHhGUz

At 1900 Wealth, we are proud to showcase the knowledge and commitment of our talented team through our monthly Q&A blog series. This month, we are excited to introduce Bobby Jones, CFA, Senior Vice President and Investment Advisor at 1900 Wealth. With nearly 20 years of experience in the financial industry, Bobby brings a wealth of knowledge in portfolio management and customized investment strategies. He specializes in guiding trusts and assisting clients with clear, insightful financial guidance. Bobby’s depth of experience and focus on client goals make him a trusted advisor for navigating complex financial matters. Discover more about Bobby’s role at 1900 Wealth and his approach to strategic investing by visiting the below blog. Interested in our services? Learn more at 1900wealth.com or call (210) 736-7700.

On this Veteran's Day, we remember all of the men and women who have served our country with honor and bravery. We thank you for your dedication and sacrifice to protect our freedom.

The Federal Reserve Board today announced another rate cut of 25 basis points to a target range of 4.50%-4.75% in its latest move to support economic stability. Below is an article from CNBC highlighting this recent change and what the outcomes could mean for our country. In times of economic change, having a trusted advisor is essential to navigating the complexities of your financial future. At 1900 Wealth Management our highly skilled team of advisors are committed to providing insights and guidance tailored to your unique goals and situation. Visit 1900wealth.com or contact us directly at (210) 736-7770 to schedule a consultation. https://lnkd.in/gAvkhpBn

At 1900 Wealth Management, we understand that fixed-income investments have evolved, offering a range of opportunities beyond traditional bonds. With rising interest rates, fixed-income options have become more attractive, especially for those focused on generating steady income. Our dedicated team of advisors help guide clients through today’s fixed-income landscape, building strategies that balance returns with risk management. By diversifying bond types, considering tax benefits, and aligning investment durations with your goals, we create portfolios tailored to our clients' needs. Discover how 1900 Wealth can help you leverage fixed-income investments in your financial plan. Visit 1900wealth.com or call (210) 736-7770 for a consultation.

In our latest video series, 1900 Wealth Advisor Phyllis Kyle dives into the impact of presidential elections on the stock market—revealing why election-year volatility is typically short-lived and how broader economic forces play a more significant role. While it is common for markets to react to election outcomes, data shows they generally rise over the long term, regardless of the winning party. Phyllis emphasizes the importance of staying focused on your long-term investment strategy rather than letting election uncertainty sway your vote. Want to learn more? Check out the link below to see why a disciplined approach to investing beats an election-day reaction. Connect with our advisors today at 217.367.7770 or visit 1900wealth.com to discuss your investment goals. 

** NOW HIRING ** 1900 Wealth is hiring a Trust Investment Officer for our San Antonio office. This position will provide investment management services to the Jefferson Bank Trust Department, including setting account investment objectives, providing recommendations, overseeing performance, conducting monthly reviews, and executing trades. The role involves close collaboration with trust officers and clients to ensure their investment needs are met. Applicants must have 8+ years of experience in trust investments or a related field. To learn more about this opportunity, visit our website or apply directly at https://lnkd.in/gVd8-Rvu #1900Wealth #TrustInvestments #NowHiring #HiringSanAntonio

In a recent article by the San Antonio Report, Todd Brockwell, President of 1900 Wealth Management, shared expert insights on safeguarding multi-generational wealth. His guidance underscores the importance of several core strategies, including: • Succession Planning: Early engagement and mentorship are critical to ensure the next generation is prepared to manage family assets, beyond just passing down real estate. • Diversification: Families should consider expanding their ventures beyond traditional businesses, such as investing in renewable energy or agritourism to create additional revenue streams. • Tax Strategies: Smart tax planning is essential. Working with a specialist can help navigate estate and inheritance taxes while maximizing exemptions. • Risk Management: A robust risk management plan, including legal and financial protections, ensures long-term stability and avoids unexpected setbacks. These strategies are vital for securing your family’s financial legacy. Learn more about how 1900 Wealth Management can help your family plan for future generations at 1900wealth.com