Meet an Advisor: Brady Lochte

Published on October 30, 2025

Evan Harp sat down Axon’s Brady Lochte to talk about his practice, the Exchange conference, and the challenges facing advisors and their clients today.

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What Business Owners Get Wrong About Succession Planning

October 30, 2025
Many owners treat succession planning like a one-time document when it can work better as an ongoing strategic process. A practical plan may include simple triggers (age, profit targets, debt ratios) that cue next steps, a regular review rhythm (quarterly check-ins, annual cap-table cleanups), and a basic “deal-ready” folder (clean financials, key contracts, customer mix).

Shutdown Stalemate and the Fed’s Next Move

October 30, 2025
This convergence creates a thrilling, unpredictable day for sports enthusiasts packed with drama. Interestingly, the financial markets are gearing up for their own version of a 'Sports Equinox' week. Just as fans juggle overlapping games on October 27, investors will face a crowded calendar of potentially market-moving events that have our attention.