Roan Capital Partners

Roan Capital Partners Fee-only financial advisors helping families manage and grow their wealth in Tri-Cities and beyond.

July 2025 Market Snapshot• U.S. markets reached new all-time highs, with the S&P 500 closing at 6,401 (+1% for the week,...
07/28/2025

July 2025 Market Snapshot

• U.S. markets reached new all-time highs, with the S&P 500 closing at 6,401 (+1% for the week, +17.17% YoY).

• Tech, healthcare, and industrials outperformed — while some individual stocks faced sharp pullbacks.

• A July 22 U.S.-Japan trade deal reduced tariff uncertainty, improving market outlook.

• Looking forward: all eyes are on the Fed, Q2 GDP results, July jobs data, and tech sector earnings.

Thinking about how to plan your next financial move? Schedule a free consultation:
📞 Johnson City: 423-631-5786
📞 Oak Ridge: 865-482-4211
💻 www.roancp.com

Market Update — What You Should Know This Week• U.S. markets showed mixed results last week with the S&P 500 slightly do...
07/21/2025

Market Update — What You Should Know This Week

• U.S. markets showed mixed results last week with the S&P 500 slightly down by 0.3%, while the Nasdaq rose 0.5%, driven by strong tech earnings.

• Federal Reserve Chair Jerome Powell signaled a pause on interest rate hikes but emphasized vigilance on inflation, keeping markets cautious.

• Consumer confidence declined modestly amid concerns over rising borrowing costs and geopolitical tensions.

• Oil prices remained steady despite supply disruptions in the Middle East, supporting energy sector stability.

• Investors are watching upcoming corporate earnings closely, especially in consumer discretionary and healthcare sectors.

Ready to review your portfolio or plan your next financial move? Schedule a free consultation:
📞 Johnson City: 423-631-5786
📞 Oak Ridge: 865-482-4211
💻 www.roancp.com

Market Highlights & What to Watch Next• Last week’s market rally pushed the S&P 500 and Nasdaq to record highs, helped b...
07/08/2025

Market Highlights & What to Watch Next

• Last week’s market rally pushed the S&P 500 and Nasdaq to record highs, helped by a strong jobs report and trade negotiation progress.

• New tax and spending legislation aims to stimulate growth but also increases the federal deficit, a factor markets are weighing carefully.

• Federal Reserve interest rates are expected to remain steady this month as officials assess inflation and economic data.

• The upcoming Q2 earnings season will provide important insights, especially in tech, healthcare, and consumer sectors.

• Trade tensions and tariff deadlines are major risks, with markets sensitive to any policy shifts in the near term.

Wondering how to navigate these key market updates? Schedule a free consultation:
📞 Johnson City: 423-631-5786
📞 Oak Ridge: 865-482-4211
💻 www.roancp.com

This July 4th, we celebrate the values that built this country — and the future you're building for the next generation....
07/04/2025

This July 4th, we celebrate the values that built this country — and the future you're building for the next generation.

Wishing you a safe and joyful Independence Day! 🎆

— Your Roan Capital Partners Team

Meet Bobby Green — CPA, PC, and Senior Advisor at Roan Capital Partners! With over 30 years of experience spanning agric...
06/26/2025

Meet Bobby Green — CPA, PC, and Senior Advisor at Roan Capital Partners!

With over 30 years of experience spanning agriculture, automotive, real estate, accounting, and financial services, Bobby brings a truly integrated approach to tax planning and wealth management. A Texas native raised in Oak Ridge, he earned his CPA in 1994 and has since led Robert T. Green CPA, PC into a full-service advisory practice.

After joining forces with us earlier this year, Bobby continues delivering top-tier tax strategies while expanding Roan’s comprehensive investment solutions. Together with our CIO, Dr. Jeff Kastner, Bobby is the heart of our new Oak Ridge office — providing seamless, personalized guidance across all your financial needs.

Bobby’s leadership roles include State President of the Tennessee Association of Accountants and longtime board member of the Boys & Girls Club of Oak Ridge. He’s also a QuickBooks pro since 1997, a residential real‐estate developer, and a youth sports coach. Above all, his faith and family — wife Lisa and their two children — guide him in everything he does.

Reach out to Bobby and schedule a free consultation:

📞 865-482-4211
✉️ [email protected]
💻 www.roancp.com

Israel-Iran tensions continue to impact global markets and geopolitical stability, creating uncertainty for investors wo...
06/23/2025

Israel-Iran tensions continue to impact global markets and geopolitical stability, creating uncertainty for investors worldwide. On June 21–22, 2025, the United States directly entered the conflict, conducting airstrikes on three Iranian nuclear facilities—Fordow, Natanz, and Isfahan—marking a significant escalation.

Read our full report here: https://roancp.com/israel-iran-war-situation-report-june-23-2025/.

If you’re concerned about how these developments could affect your financial goals, we’re here to help you navigate the complexity with a tailored approach. Schedule a consultation at www.roancp.com or call:

📞 423-631-5786 (Johnson City)
📞 865-482-4211 (Oak Ridge)

Not all financial advisors are fiduciaries — but we are. As fiduciaries, we're legally and ethically obligated to put yo...
06/16/2025

Not all financial advisors are fiduciaries — but we are. As fiduciaries, we're legally and ethically obligated to put your best interests ahead of commissions or sales goals. This means you can trust that our advice is truly aligned with your financial goals and aspirations. Whether you're planning for retirement, investing for the future, or managing your estate, we're here to provide transparent and objective guidance.

Want to work with someone who genuinely has your back? Let's chat and create a strategy tailored just for you! Visit our website to schedule a free consultation: www.roancp.com

Prefer to talk instead? Give us a call at:
📞 423-631-5786 (Johnson City location)
📞 865-482-4211 (Oak Ridge location)

For the dads who juggle work, family, and financial goals: today is all about you. Happy Father's Day! Tag a dad who ins...
06/15/2025

For the dads who juggle work, family, and financial goals: today is all about you. Happy Father's Day!

Tag a dad who inspires you every day 👇

“Do I need a lot of money to work with a financial advisor?” Most people assume they need a huge portfolio before they c...
06/09/2025

“Do I need a lot of money to work with a financial advisor?”

Most people assume they need a huge portfolio before they can work with a professional advisor, but that’s just not true.

At Roan Capital Partners, we work with individuals and families at all financial stages. Whether you're just starting out, planning for retirement, or managing an inheritance, we're here to help.

✅ No minimum requirement
✅ Personalized financial guidance
✅ A plan that fits YOUR goals

Don't let misconceptions hold you back from making the most of your money. Visit our website to learn more and schedule a free consultation: www.roancp.com

Prefer to talk instead? Give us a call at:
📞 423-631-5786 (Johnson City location)
📞 865-482-4211 (Oak Ridge location)

Meet Pam Fogle, our Director of Operations ⚙️Pam’s roots run deep in Kingsport, having lived in the area for over 34 yea...
06/05/2025

Meet Pam Fogle, our Director of Operations ⚙️

Pam’s roots run deep in Kingsport, having lived in the area for over 34 years. A dedicated mentor in the John Adams Elementary program and an active member of her church’s Praise Team, she balances her community passions with a commitment to family, including her husband Scott, their Yorkie Jaxon, and twin godchildren Alexander and Isaac.

With more than 15 years in the financial industry, Pam brings seasoned expertise to every client interaction, ensuring seamless, professional support that helps families achieve their goals. Say hello to Pam next time you're in the office — or reach out to schedule a consultation:

💻 www.roancp.com (website)
📞 423-631-5786 (Johnson City location)
📞 865-482-4211 (Oak Ridge location)

Markets pulled back last week after a strong six-day rally, reminding us that ups and downs can come quickly.• The S&P 5...
05/27/2025

Markets pulled back last week after a strong six-day rally, reminding us that ups and downs can come quickly.

• The S&P 500 fell 2.6% amid fresh trade uncertainty, ending a six-day run of gains.
• Year-to-date, the S&P 500 remains up 1.3%, showing resilience amid volatility.
• The Dow lost 2.5% as industrial names came under pressure.
• The VIX “fear gauge” spiked 29%, signaling rising market anxiety.
• This week’s Fed minutes and consumer credit data could sway sentiment again.

Ready to strengthen your financial strategy? Schedule a free consultation at www.roancp.com or call us at:
📞 423-631-5786 (Johnson City location)
📞 865-482-4211 (Oak Ridge location)

This Memorial Day, we pause to honor the brave men and women who gave everything for our freedom. May we never forget th...
05/26/2025

This Memorial Day, we pause to honor the brave men and women who gave everything for our freedom.

May we never forget their sacrifice, a powerful reminder of the legacies we leave behind.

At Roan Capital Partners, we help families protect and pass on what matters most.

If you're thinking about how to protect your family's legacy, we're here to help when you're ready. Visit www.roancp.com to get started.

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Johnson City, TN

Telephone

+14236315786

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