The most dangerous thing people can do in making decisions around money is to take advice from a general “rule” that financial advisors offer to the masses. Every person’s situation is different and following any path besides one that is tailored to your specific circumstances and needs lacks prudency. However, we do appreciate the thought behind some general financial “rules” …
And, just like that, it’s summertime in East Tennessee. I hope you and your family are planning ways to enjoy warm weather activities and festivities that are abundant in our region this time of year. I feel the need to frankly address the volatility we’ve recently seen in the market. Instability may cause distress and it’s hard to endure market …
In the latest news from The Trust Company of Tennessee, President Daniel Carter addresses market volatility; we discuss how to establish a prudent spending rate and shine a spotlight on Senior VP Susie Hauk; and we celebrate new team members and honors for our team.
The Trust Company of Tennessee has promoted Dalia Matthias to vice president and specialty trust director and elevated Justin Chavez to customer service manager. Additionally, Vanessa Berkley and Will Hodge have joined the firm as client specialists. Founded in 1987 and with offices in Chattanooga, Knoxville and the Tri-Cities, The Trust Company of Tennessee currently has more than $5 billion …
Construction firms have been struggling to attract enough trade professionals to keep projects on schedule, but there’s another mountain ahead that may be even harder to climb: finding new leaders who are comfortable standing at the top of the figurative ladder. Construction Executive talked with The Trust Company Senior Vice President Sheryl Linck on how to smoothly transition your business …
The Trust Company of Tennessee raised $147,129 for the United Way through its employee campaign that featured a variety of fundraisers and awareness events, including a kickoff, Singo – the singing version of bingo – garage and bake sales, and an announcement celebrating the firm exceeding its $145,000 goal. Founded in 1987 and with offices in Chattanooga, Knoxville and the …
Relationship Manager Tracey Smith sat down with the Chattanooga Times Free Press to talk about how she makes insurance and retirement planning approachable for her clients. Smith told the paper she uses a cooking metaphor to help understand a client’s appetite for engagement and risk. She would ask employees if they like to cook from scratch or eat prepared meals …
Wealth Management Vice President Matt Prince offers advice in Authority Magazine about how to select the right financial planner or advisor. Prince talks about how he was inspired to work in wealth management and how clients can protect themselves. Five things to consider when selecting an advisor 1. Determine if they are a fiduciary versus a financial advisor. A fiduciary …
The Trust Company Vice President for Chattanooga Zach Hurst spoke with WealthManagement.com about getting back to basics by thinking first of the customer. When you consider the last five years in the financial planning industry, what are the big topics that come to mind? What about the last 10 years? For me, technology is at the top of the list. …
The Trust Company Relationship Manager Tracey Smith spoke with Medium and Authority Magazine about resiliency and adaptability in an ever-changing world. Success is as often as much about what we stop as what we start. What is one legacy leadership behavior you stopped because you discovered it was no longer valuable or relevant? I think a lot of times, we …
