Highland Wealth

It’s Friday, and we are kicking off National Donut Day with a serious debate! 🍩

For our Friday Poll, we want to know: Where is the absolute best spot in Baton Rouge to grab a pre-shift donut?

Whether you need that morning sugar rush before heading to the plant, or you're the hero bringing a dozen to the crew, cast your vote or drop your go-to local shop in the comments! 👇

Congratulations to Myles Laroux, CFP®, on being named to the Business Report’s Capital Region 500! 🎉

The Capital Region 500 recognizes the most influential and impactful business leaders across the region—individuals who are shaping their industries, driving economic growth, and making a meaningful difference in their communities. This honor is a testament to Myles’ leadership, expertise, and dedication to serving others.

We’re proud to have you as an advisor and partner—well deserved, Myles! 👏

Teamwork thrives when we celebrate the people who bring our mission to life.

Every month, our team gathers to share firm insights, celebrate progress, and connect. We always kick things off with our favorite tradition: shouting out team members who truly embody our core values through their daily actions.

This month, big congratulations go to Myles Laroux, Connor Broussard, Thomas Abadie, Emily Savoie, Parker Delatte, Ally Kharoba, and Marissa Manuel. Thank you all for leading by example and setting the bar high for the rest of the firm.

Join us in the fight against childhood cancer at our upcoming lemonade stand! 🍋

Our team is hosting a lemonade stand right outside our building to benefit Alex's Lemonade Stand Foundation. Swing by to grab a refreshing drink, learn about our mission, and help us fund better treatments and cures.

Can't make it in person? You can still make a massive impact by donating online!

📍 WHERE: 1 Smart Way, Baton Rouge, LA 70810

⏰ WHEN: Friday, June 5th at 10:00AM

💻 HOW TO DONATE: http://spr.ly/6189B8UZXB

9 weeks of gains sounds like a rock-solid market rally, but if you look beneath the surface, the picture changes dramatically. 📊

While the S&P 500 jumped over 5% in May, our Director of Investments, John Eric Ginn, points out that this growth is unusually narrow—with just 3 out of 11 market sectors finishing higher and only about 27% of S&P 500 companies actually outperforming the index. We are seeing market enthusiasm widen beyond obvious AI names into stocks priced more on future potential than current earnings, a speculative undertone we watch very closely. When so much of the market's movement rests on a handful of themes, staying diversified and anchored to the long term is what matters most.

Want to know how this narrow market rally impacts your personal portfolio? Call and speak directly with one of our advisors today at 225-408-4569 to get personalized insights and ensure your investments are built for the long haul.

Source: https://www.northwesternmutual.com/life-and-money/ai-boom-powers-sp-500-gains-amid-uneven-economic-growth-northwestern-mutual/?utm_source=facebook&utm_content=_&agentid=002240

The Friday paycheck withdrawals in retirement is real. 🛑 Call us at 225-408-4569 today to figure out what your personal "Retirement Paycheck" looks like!

Retirement feels intimidating because that consistent income suddenly stops. The secret to a stress-free retirement isn't just saving money—it's learning how to safely spend it.

💡 Tip of the Week: The 4% Rule

This classic strategy suggests you can safely withdraw 4% of your total retirement savings in your first year, adjusting that amount for inflation each year after, to ensure your money lasts for decades.

At Highland Wealth, we specialize in structuring your assets so your monthly income lands in your account seamlessly, just like before. Let us help you turn your hard-earned savings into a predictable, automated monthly paycheck.

📞 Call us at 225-408-4569, drop us a comment, or send us a message to design your paycheck plan today!

Disclaimer: For educational purposes only.

The 4% rule is a general guideline and may not suit every financial situation.

What if retirement now costs more than most people ever expected? 👀

Swipe through for a quick breakdown of what Highland Wealth Partner & Advisor Myles Laroux recently shared with MoneyLion about the economic realities many retirees could potentially be facing in 2026.

http://spr.ly/6186B894Vn

Message us to start the conversation about your own retirement goals and long-term financial strategy. 📩

While every financial situation is different, many advisors are continuing to stress the importance of flexibility, long-term planning, and realistic expectations when it comes to retirement planning.

Some of the biggest concerns being discussed right now may include:

• Rising healthcare costs
• Inflation impacting purchasing power
• Longer retirement timelines
• Market uncertainty
• Re-evaluating traditional “rules” like the 4% or 25x rule

Of course, there’s no one-size-fits-all retirement number, and projections can vary widely depending on lifestyle, goals, and individual circumstances. But conversations like these may help people think more intentionally about their future planning.

🚨 Big news this week: the IRS just released new guidance on “Trump Accounts” — a brand‑new investment option for kids.
📞 Want to understand how this could impact your family? Call our team at (225) 408‑4569.

Here’s what changed and why everyone is talking about it 👇

📰 What happened this week

The Treasury Department and IRS issued official guidance (Notice 2025‑68) outlining how these new accounts are expected to work.
This follows legislation passed in 2025 that created these accounts as part of a broader tax bill, with implementation beginning in 2026.

💡 What these accounts are (at a high level)

A new type of retirement-style account for children under age 18
Structured similarly to a traditional IRA, but with unique rules during childhood
Designed to encourage early investing and long-term savings

✅ Why this matters now

This is still early-stage guidance, and rules are continuing to develop, but families are already starting to plan around how these accounts could fit into their overall strategy.

📞 Have questions or want to see where this fits in your plan? Call (225) 408‑4569 to speak with our team.

Sources:https://www.irs.gov/pub/irs-drop/n-25-68.pdf
https://www.irs.gov/trumpaccounts

🎣 Off the clock and on the hook!

Drop your answer in the comments below! 👇

When you work hard in the industrial sector, your downtime is everything, so we caught up with our financial advisor and resident fishing extraordinaire, Nathan Lee, CFP®, to see where he heads to cast a line. He says, "Toledo Bend for fresh water and Cocodrie for salt water!"

Now we want to hear from you: Where is your favorite fishing spot? Share your go-to lake, secret coast, or tag your favorite fishing partner below!