A 401(k) is good for employees, business owners Sunday, September 20, 2015 – Knoxville News Sentinel by Sharon Pryse Employees are generally the most valuable asset for a business, and […]
It’s been a while, just hold tight
As 2015 has been one of the least volatile years in recent history, we have been anticipating a market correction for some time. In fact, volatility has been near the […]
Market Commentary | July 2015
Increased Potential for Mergers & Acquistions this Year Merger and acquisition (M&A) activity of publicly traded companies has increased significantly in the last year, hitting an eight-year high, according to […]
Newsletter | Spring 2015
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Avoid Tax on Your Investment Earnings
Complicated Mathematics Many of you probably have a Traditional IRA that you make contributions to without taking tax deductions. You will not pay taxes on these contributions when they are […]
Top Rules for Personal Finance
Countless “talking heads” show themselves discussing where, how, and/or when investors should stock-away money for retirement and other financial goals. Brett Arends’ February 2015 Wall Street Journal article gave 23 “rules” […]
The Trust Company Crosses $2.5 Billion Mark
The Trust Company, the oldest independent trust company headquartered in the state of Tennessee, is announcing it has reached an important milestone by reporting more than $2.5 billion in assets […]
President Endorses Fiduciary Standard
During a recent AARP event, President Barack Obama backed new rules requiring investment advisors to put their clients’ interest ahead of their own. By endorsing a fiduciary standard for 401(k) […]
Retire According to Plan, You Really Can!
When would you like to retire? Most people have an age in mind, but surprisingly few have put much thought and effort into planning how to make it happen. We […]
Newsletter | Winter 2015
Volume 18 | Issue 1 | Winter 2015 In this Issue: Leadership Letter – Expect Disruption Special Needs Trusts Community Spotlight Holiday Open Houses Employee Spotlight – William Walker Recipe – Reuben […]