Menu
Home
About
Our Team
Services
Get Started Today
Fiduciary Focus
About LPL Financial
Contact
Resource Center
Retirement
Estate
Investment
Insurance
Tax
Money
Lifestyle
Tools
Blog
Tax Resources
Weekly Market Commentary
LPL Research
LPL Retirement Plan Tools
Useful Links
Glossary
Events
Global Portfolio Strategy | January 2026
</div> </div> </div> </div> </section> </section> </div> <div class="footer-container"> <footer> <section class="o-container c-footer__container"> <div class="o-grid__collapse"> <div class="c-footer__contact"> <div class="contact"> <h4>Contact</h4> <div class="moonlight-contact-information"> <p class="moonlight-phone">Office: <a href='tel:7063102175'>(706) 310-2175</a></p> <div class="moonlight-address_block"> <p class="moonlight-address1">35 North Main Street</p> <p class="moonlight-address2">PO Box 205</p> <p> <span class="moonlight-city">Watkinsville,</span> <span class="moonlight-region">GA</span> <span class="moonlight-postalcode">30677</span> </p> </div> <a href="mailto:stephen.hulsey@lpl.com" itemprop="email"> stephen.hulsey@lpl.com </a> </div> <div class="c-socialMedia"> <a href="https://www.facebook.com/pages/category/Financial-Service/Oconee-State-Financial-Services-106648798066450/" target="_blank" rel="noopener noreferrer" class="facebook" aria-label="Facebook"> <i class="fa fa-facebook" aria-hidden="true"></i> </a> <a href="https://twitter.com/OconeeState" target="_blank" rel="noopener noreferrer" class="twitter" aria-label="Twitter"> <i class="fa fa-twitter" aria-hidden="true"></i> </a> <a href="https://www.linkedin.com/company/oconee-state-financial-services" target="_blank" rel="noopener noreferrer" class="linkedin" aria-label="LinkedIn"> <i class="fa fa-linkedin" aria-hidden="true"></i> </a> </div> </div> </div> <div class="c-footer__quick-links"> <section class="quickLinks"> <h4>Quick Links</h4> <ul><li><a href="https://www.oconeestatefinancialservices.com/resource-center/retirement" >Retirement</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/investment" >Investment</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/estate" >Estate</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/insurance" >Insurance</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/tax" >Tax</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/money" >Money</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/lifestyle" >Lifestyle</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/articles" >Latest Articles</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/videos" >All Videos</a></li><li><a href="https://www.oconeestatefinancialservices.com/resource-center/calculators" >All Calculators</a></li></ul> </section> </div> <div class="c-footer__disclosure"> <section class="note"> <div class="shared__BrokerDealerDisclosure"> <p class="FormCRS"> LPL <a target="_blank" href="https://www.lpl.com/content/dam/lpl-www/documents/disclosures/lpl-financial-relationship-summary.pdf">Financial Form CRS</a></p> </div> <p class="boker-check-disclaimer">Check the background of your financial professional on FINRA's <a href="//brokercheck.finra.org/" target="_blank" rel="noopener noreferrer">BrokerCheck</a>.</p> <p class="globalDisclosure">The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.</p> <p class="globalPersonalInformationLink"> We take protecting your data and privacy very seriously. As of January 1, 2020 the <a href="https://oag.ca.gov/privacy/ccpa" target="_blank">California Consumer Privacy Act (CCPA)</a> suggests the following link as an extra measure to safeguard your data: <a href="https://www.oconeestatefinancialservices.com/donotsellmypersonalinformation" target="_self">Do not sell my personal information</a>. </p> <p class="globalCopyright">Copyright 2026 FMG Suite.</p> <p class="globalDisclaimer"><p style="font-weight: 400;"><strong><span style="text-decoration: underline;">Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member <a href="https://www.finra.org/#/" target="_blank" rel="noopener">FINRA</a>/<a href="https://www.sipc.org/" target="_blank" rel="noopener">SIPC</a>)</span>.</strong>  Insurance products are offered through LPL or its licensed affiliates. Oconee State Bank and Oconee State Financial Service<span> </span><strong><u>are not</u></strong><span> </span>registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Oconee State Bank and Oconee State Financial Services, and may also be employees of Oconee State Bank.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Oconee State Bank or Oconee State Financial Services.  Securities and insurance offered through LPL or its affiliates are:</p><table><tbody><tr><td width="223"><p><strong>Not Insured by FDIC or Any Other Government Agency</strong></p></td><td width="114"><p><strong>Not Bank Guaranteed</strong></p></td><td width="156"><p><strong>Not Bank Deposits or Obligations</strong></p></td><td width="145"><p><strong>May Lose Value</strong></p></td></tr></tbody></table><p style="font-weight: 400;">Neither Oconee State Financial Services nor LPL Financial provide tax services.</p><p>The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.<br /><em /></p></p> </section> </div> </div> <div class="o-grid__collapse"> <div class="c-footer__custom"></div> </div> <div class="rule2"> </div> </section> </footer> </div> <!-- /container --> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/007/dist/scripts.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/globalassets/template7/js/global-asset-scripts.js"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/vcard.js?v=2.86.45.35074.291"></script> <!--[if gt IE 8]><!--> <!--<![endif]--> <!--[if lt IE 9]> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/excanvas.min.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot-0.8.3.js?v=2.86.45.35074.291"></script> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/shared/scripts/jquery.flot.time.min.js?v=2.86.45.35074.291"></script> <![endif]--> <script type="text/javascript" src="//static.fmgsuite.com/site/templates/global/js/article.js?v=2.86.45.35074.291"></script> </body> </html><script>(function(){function c(){var b=a.contentDocument||a.contentWindow.document;if(b){var d=b.createElement('script');d.innerHTML="window.__CF$cv$params={r:'9f3ae1ec9d2ac69c',t:'MTc3NzQyOTgwMg=='};var a=document.createElement('script');a.src='/cdn-cgi/challenge-platform/scripts/jsd/main.js';document.getElementsByTagName('head')[0].appendChild(a);";b.getElementsByTagName('head')[0].appendChild(d)}}if(document.body){var a=document.createElement('iframe');a.height=1;a.width=1;a.style.position='absolute';a.style.top=0;a.style.left=0;a.style.border='none';a.style.visibility='hidden';document.body.appendChild(a);if('loading'!==document.readyState)c();else if(window.addEventListener)document.addEventListener('DOMContentLoaded',c);else{var e=document.onreadystatechange||function(){};document.onreadystatechange=function(b){e(b);'loading'!==document.readyState&&(document.onreadystatechange=e,c())}}}})();</script>
