Honoring Veterans, One Clay at a Time

By: Richard Saxon

Richard Saxon is President and Wealth Advisor at Saxon Financial Group, which became a fully independent RIA in 2021. With experience since 1983 and previous affiliations with Smith Barney, Merrill Lynch, and Raymond James, Richard specializes in investment management and asset allocation, creating simplified platforms for families with complex financial needs.

April 29, 2026

Our Wealth Advisor, Timothy Lucio, joined our clients, Jeff and Clark Clement, along with their family who helped organize this event, at the 13th Annual Homes for Our Troops (HFOT) Sporting Clays Event in Fort Worth, Texas.

The Home for Our Troops organization builds and donates specially adapted custom homes nationwide for severely injured post-9/11 Veterans, helping them rebuild their lives. We’re grateful for the opportunity to stand alongside our clients in giving back to the Veterans who sacrificed so much for our freedom.

In the Community - Jeff and Clark Clement

Moments like these reinforce why community connection is at the heart of what we do.

We’re proud to have clients who lead by example in their giving, and we look forward to continuing to show up, not just as advisors, but as neighbors, for the causes and people that matter most in the communities we serve.

Thanksgiving Reflections: Setting Yourself Up for a Stronger Financial Future

Year-end is a valuable time to reflect with gratitude and make clear, confident financial decisions. A brief review of taxes, retirement strategy, and investments in November can uncover savings, reduce stress, and set up a stronger year ahead, especially for those in the Oil & Gas industry.

Trick or Treat: Q3 Market Commentary

U.S. stocks rose in October 2025, led by strong earnings and a Fed rate cut, while the government shutdown delayed key economic data. Inflation held at 3%, labor market softened gradually, and tech giants boosted AI investments. Trade deals with Japan and China eased tensions, gold set new highs, and consumer spending stayed resilient, supporting continued market strength despite risks.

Saving vs Investing: Finding the Right Balance for Your Financial Future

Building a strong financial foundation starts with balancing saving and investing. Saving offers security and flexibility for short-term needs, while investing helps your money grow for long-term goals. Combining both creates stability today and opportunity for tomorrow.

Retiring from Big Oil: What Comes Next?

Retiring from a career in Oil & Gas often means navigating unique financial complexities and redefining personal goals for the years ahead. From handling pensions, company stock, and diverse retirement accounts to crafting a sustainable income plan and addressing tax and healthcare costs, every step shapes your long-term security. By reassessing investment strategies, managing concentrated assets, and considering a second opinion, professionals can move toward retirement with greater clarity and confidence.

The Power of Financial Literacy: Building a Confident Financial Future

Financial literacy is about making smart decisions that support financial stability and freedom. Early education and consistent saving help build strong habits for the future. Understanding and regularly reviewing investments, seeking professional guidance, and involving family all contribute to long-term financial well-being.

The House at the End of Retirement Road

A quiet evening turns unsettling as a storm rolls in, bringing with it memories of lost financial accounts and the growing impact of inflation. Forgotten benefits and neglected deadlines rise to the surface, serving as reminders of how easily financial security can erode through uncertainty and delays. Facing these hidden risks and seeking clarity becomes the key to transforming unease into peace of mind, letting doubts fade away in favor of a clearer future .

Finish the Year Strong: Five Conversations to Have with Your Financial Advisor

A timely reminder to review key financial areas before year-end, this piece emphasizes working with a trusted advisor to strengthen your long-term plan amid evolving tax laws and market conditions. It highlights the importance of maximizing retirement contributions, reassessing Medicare coverage, optimizing charitable giving strategies, and reinforcing cybersecurity protections. The guidance also encourages forward-looking conversations to prepare for 2026, helping individuals enter the new year with confidence, clarity, and control.

Year-End Investment Strategies for Oil and Gas Professionals

This guide delivers targeted investment tips for oil and gas professionals whose finances are impacted by energy market cycles and changing interest rates. It covers strategies like portfolio rebalancing, diversification to reduce risk, and tax-efficient moves, while emphasizing the importance of adapting retirement plans to industry volatility and seeking expert financial advice for long-term security.

Honoring Veterans, One Clay at a Time

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