Ah, the world of financial advisors (we are them, so we can say it) – where terms like “asset allocation” and “tax-loss harvesting” are thrown around like confetti at a New Year’s party. If you’re…
Read More
As I sit here in my office, surrounded by year-end portfolio statements and tax planning documents (metaphorically, of course—we are a digital-only office…duh), I’m reflecting on what truly matters in financial planning. After twenty years…
Read More
This week, I had the opportunity to join the American Retirement Association in Washington, D.C. as the sole legislative delegate from the state of Tennessee. While in DC, our delegation had the opportunity to hear…
Read More
In a year that has brought difficult economic circumstances in more than one area, there is a silver lining for those claiming social security benefits. After much speculation, it was formally announced that social security…
Read More
Good morning! We are halfway through another year, and what a year it has been. As challenging as 2022 has been so far, I personally try to keep perspective during difficult times. My family is…
Read More
Good morning! The summer is winding down. Kids are headed back to school. People are enjoying last minute trips to the beach and mountains. For most employees, however, there are still concerns about the economy…
Read More
Good morning and happy Friday, I’m sure my clients and friends are tired of hearing me talk about how trying to “time the market” is a bad idea. July was a great example of why…
Read More
I recently ran across the work of Dr. Trevor Kashey, and found something he said very interesting. Dr. Kashey is a scientist who works primarily in the field of nutrition. What he said that stuck…
Read More