Archive

Written by: Lori Price, Wealth Manager & Partner & Hollis Hardiman, Wealth Manager & Partner Although very often stressful and emotional, preparing for divorce often comes down to acquiring complete…

Written by: Brian Martin, Wealth Manager Being “tax efficient” looks a little different for everyone. That said, there are always methods to ensure that you save on your taxes and…

Written by: David Elder, Wealth Manager & Partner It is a question that millions of giving Americans ask around tax season. Fortunately, donating to charities and getting a tax write-off…

We are in the season of two “special” days that deal with commitment. One of them, “Ditch New Year’s Resolution Day,” is about breaking a commitment. The other, Valentine’s Day,…

Written by: David Elder, Wealth Manager & Partner & Jennifer Mann, Relationship Manager & Financial Planning Coordinator It can be a challenge when you have two different lives merging into…

Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health…

Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder of TruWealth for Widows |…

Written by: Scott Crowe, Wealth Manager & Partner Planning for retirement calls for individuals to clarify their vision regarding future lifestyles and activities. With the help of a trusted advisor,…

Written By: Jennifer Cox Mann, Relationship Manager & Insurance Coordinator While risk mitigation may not have seemed as necessary when you were in your 20s, it becomes increasingly important as…

Building your wealth is a constant balancing act between adopting new growth opportunities and hedging your portfolio against risk. You want to get the best possible ROI, but not at…