Relationship manager Chris Lambert shared on WBIR-TV how homeowners and potential homebuyers can adjust financial plans to accommodate interest rate changes. https://youtu.be/Z_FXvfxwlVQ … [Read more...]
WBIR-TV: Navigating Finances in Uncertain Times
Client specialist Catherine Carter shared on WBIR-TV some strategies for successfully navigating these uncertain times of rising inflation and headlines of strife from around the world. https://youtu.be/wRW5mtsI0nk … [Read more...]
WBIR-TV: Simplify your taxes, save for retirement
Relationship manager Chris Lambert shared on WBIR-TV the documents you need to file based on your situation and the new tax code along with insight into how you can simplify your taxes and save for retirement. https://youtu.be/vqFeVnALzGs … [Read more...]
WBIR-TV: Inflation and your finances
A new year is an opportunity to refocus on your financial future, particularly in this period of heightened inflation. Client specialist Catherine Carter shared on WBIR-TV what you need to review now to ensure you can reach your financial … [Read more...]
WBIR-TV: Your essential year-end financial checklist
As 2022 begins, it’s time to focus on your financial future. Relationship manager Chris Lambert shared on WBIR-TV what you need to review at the new year to ensure you can reach your financial goals. https://youtu.be/kTYzqDcPr1s … [Read more...]
WBIR-TV: Understanding Roth accounts
Most of us are aware of retirement savings options available through employers, including 401k and traditional IRA accounts. There’s another option that allows your money to grow tax-free, though. Relationship manager Chris Lambert shared on WBIR-TV … [Read more...]
WBIR-TV: Estate planning 101
We spend a lifetime establishing an estate and leaving it behind isn’t something people really want to think about. However, getting your affairs in order can help alleviate financial stress for you and your family. Relationship manager Chris Lambert … [Read more...]
From Knox.biz: Why these Knoxville businesses are adopting a hybrid work model long term
From Knox.biz, March 2021. The Trust Company spent the end of 2019 testing remote work for an employee, a first for the company. "We tried it and it was great," said Jack Davidson, chief strategy officer for The Trust Company of … [Read more...]
Focus on what you can control
On March 11th, 2020, the Dow Jones Industrial Average entered bear market territory for the first time in 11 years, followed by the S&P 500 and the Nasdaq the next day. A bear market is defined as a sustained period of downward trending stock … [Read more...]
5 ways to stay on track financially this year
This column was published in the Knoxville News Sentinel on Sunday, Jan. 20, 2019. A new year allows us to start fresh and think about new things – new resolutions, new habits, new goals and new opportunities for growth. Last year wasn’t … [Read more...]
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