Father Son Finance

This episode continues the History of the Kessinger Lee Group. In this session, we bring Ben’s story into the mix. We’ll talk about what led him into the industry, what his early years looked like, what it’s like working alongside his brother, and how the team has evolved along the way.

In this episode, we tackle a question everyone asks: is the market at a high or finally at a bottom? The honest answer—no one knows. But that doesn’t mean there’s nothing to watch. While markets don’t send clear signals, people’s behavior often does, whether it’s confidence at the top or fear at the bottom. In this episode, we’re not trying to predict the market—we’re focused on recognizing these...

In this episode of Ticker Talk, we talk about the first quarter of 2026—a quarter that was anything but quiet. From geopolitical flashpoints in Venezuela and Iran, to a sharp but temporary market pullback, to the rapid advances in AI, the past 90 days gave investors plenty to process. We’ll break down what really drove markets lower early in the quarter, why small caps, commodities, and precious m...

In this episode of the Father Son Finance Podcast, Louis and Tommy Kessinger are joined by Chris Lee to continue the history of the Kessinger Lee Group from the early 1990s through the late 2000s. They discuss the evolution of the financial industry from manual, transaction‑based stockbroking to technology‑driven, advice‑focused wealth management, and reflect on major market events such as the dot...

In this episode, we talk about retirement — not the financial charts and calculators everyone obsesses over, but the part most people overlook: what you’re actually retiring into. Because while money creates freedom, it doesn’t automatically create fulfillment. The real challenges show up in the open space that follows: how you’ll fill your days, how your identity shifts without work, how your rel...

In this episode, we discuss how Q4 2025 closed with resilient markets and steady economic strength, even as uncertainty grew around Fed policy. We also discuss 2026 fiscal expectations, and how rising policy risks and elevated valuations suggest that selectivity and discipline will matter more than ever. Take a listen!

In this episode, we share the early history of the Kessinger Lee Group. It began with TBK Sr.—a broker who saw long-term in a short-term world. From early partnerships to shaping Hilliard Lyons, his vision built a legacy carried on by TBK Jr. and now, TBK III. Three generations, one enduring philosophy. Enjoy!

In this episode, we’ll share the process our advisor team uses to build portfolios tailored to client goals. It all starts with two key factors: the amount you’re investing and your investment objective. From there, we’ll explore the core tools—mutual funds, ETFs, and individual stock portfolios—and how we combine qualitative and quantitative strategies for large-cap stocks. You’ll also hear about...

In this month's episode of Ticker Talk, we dive into the third quarter of 2025. This past quarter was anything but ordinary. From the S&P 500 soaring past 6,600 to the Fed’s first rate cut in nearly a year, markets were driven by a mix of optimism, caution, and shifting global dynamics. We’ll unpack the strong equity performance, evolving bond trends, and the policy moves that shaped inves...

In this episode, we dive into the heart of legacy planning—what it really means and why it matters for families of all sizes and incomes. From breaking down the myths that keep people from getting started to exploring how trusts can protect and empower future generations, we’ll guide you through the essentials of building a lasting legacy. You’ll hear real-life stories, practical steps to begin yo...

Selling your business is a major milestone—but what comes next can be just as challenging. In this episode, we explore the emotional and financial journey from business operator to investor. From navigating taxes and finding your “sleep-at-night” number to replacing your paycheck and investing for long-term growth, we break down the key steps to help you transition with confidence. Whether you&#39...

In this episode of "Q2 2025 in Focus: Trade Tensions, Global Shifts, and the Consumer Pulse," we unpack a turbulent quarter marked by record-breaking market highs, renewed tariff battles, and rising geopolitical tensions. From the impact of Liberation Day to the Israel-Iran conflict and China’s growing global influence, we explore how investors navigated uncertainty with surprising resilience. We...

In this episode, we dive into the complex world of inflation, exploring how it's understood and felt differently on Wall Street versus Main Street. We break down key economic indicators like the Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE) index, and explain why Wall Street focuses on the rate of change in inflation. Meanwhile, we highlight how everyday Americans expe...

In this episode of Father Son Finance, we explore thefascinating world of investing and trading—two distinct approaches to growing your wealth. While investing focuses on long-term growth through strategies like buying and holding quality assets, trading is all about short-term movesand quick decisions to capitalize on market fluctuations. We break down the core differences in time horizons, risk...

Join us as we dive into the key events and trends that shaped the markets in the first quarter of 2025. From the S&P 500's correction to the NASDAQ's challenging performance, we explore the impact of new tariffs imposed by President Trump on aluminum, steel, autos, and all goods from China. Discover how these tariffs led to significant declines in market values, particularly in the tec...

In this episode, we explore the multifaceted world of giving, covering both family gifting and charitable donations. We'll discuss how to maximize annual gift tax exclusions, the benefits of educational gifts through 529 plans, and the impact of lifetime gift tax exemptions on significant life events. Additionally, we'll delve into the tax benefits of charitable donations, different giving...

The third quarter of 2024 included the un-inversion of the yield curve, rate cuts from the Fed, and a rising market going into the 2024 election. Listen in to hear our thoughts on these topics and more.

In this episode we discuss the different types of retirement accounts. You will hear about how to take advantage of your 401k and your IRA, the differences between pre-tax and Roth, as well as Employer versus individual accounts. Take a listen!

The second quarter of 2024 was much like the first quarter. The major indexes rose to set new all-time highs with leadership in the Large Cap tech sector. The earnings have continued to justify these rises. Will we be able to continue this momentum in Q3? Will we see the broader market catch up to Large Cap Growth? Listen in and hear our thoughts on this and more in the newest episode of Ticker Ta...

The old adage, "Buy what you know" may not be the best advice for investors. In this episode, we discuss misconceptions of brand-based investing. We dive into the business cycle, catalysts for growth, and the importance of companies being able to adapt to ever-changing economic environments.

Unlike our educational topic series, in this segment, we will discuss current market trends, financial topics, and individual stocks. None of this is a recommendation, it is simply a dialogue of things that we see in the financial markets, and it gives you a glimpse into how we absorb market information. We hope you enjoy and keep coming back to listen!

In this episode, we talk about the difference between the price of a stock vs the value of the company.

In the latest episode of Father Son Finance, we dive into the world of finance designations. CFP, CPA, CPWA - you've likely seen these acronyms floating around LinkedIn, but have you ever wondered what they mean and why they should be included in your due diligence when choosing what professionals to work with? In this episode, we break down the main focus and requirements for each certificati...

In this episode, we discuss rules that we use each and every day as we manage clients' money. Some things that you should think about when investing are: 1. What are you investing for? What is your goal? 2. How much risk do you want to take? 3. What is diversification? 4. What is your time horizon? We go over these topics and more in this episode. Check it out!

This episode we are focusing on cash 💵. People often wonder: "How much cash should I keep for an emergency?" "What is the best way to get a return on cash?" "Should this cash be invested in the market?" We break down these questions and more in this episode. Give it a listen!