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Insights

people reviewing documents
Dedrick Adell | Jun 29, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Icons side-by-side: parchment with feather quill, hand holding a person icon, and secure vault over a red watercolor background
Dedrick Adell | Jun 29, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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Antique clock spiraling inward, symbolizing time distortion.
Dedrick Adell | Jun 29, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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130 North Preston Road Suite 328
Prosper TX 75078

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(469) 301-0624
dedrick.adell@holistiqplanning.com

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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