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 […]
Succession planning: How do you leave your business without regret?
Senior Vice President Sheryl Linck talked with Automotive Recycling Magazine about key considerations for a transition plan that lets you move to your next chapter on your own terms.
From Authority Magazine: Five things to look for when hiring a financial planner or financial advisor
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 […]
From Wealth Management.com: Strengthening client relationships in a tech obsessed world
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 […]
From Medium: The new portrait of leadership: which legacy ideas need to be discarded and which should be embraced
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 […]
SECURE Act 2.0 – How This Affects You and Your Retirement Plan
After two years of discussion, SECURE Act 2.0 of 2022 was passed on Friday, December 29, 2022. It is the most impactful retirement legislation in the past 15 years, and […]
WBIR-TV: Importance of Digital Estate Planning
In a world that increasingly is becoming digital, it is important to reflect on and plan for the future of your digital assets. Client specialist Catherine Carter shared with WBIR-TV […]
WBIR-TV: What is a Recession?
A combination of economic factors seems to be setting up a recession. Chief Investment Officer Miranda Carr helped clarify on WBIR-TV what a recession is, what we might expect and […]
WBIR-TV: Interest Rates and Inflation
Earlier this month, the Federal Reserve raised its benchmark interest rate in an effort to curb inflation. Chief Investment Officer Miranda Carr shared on WBIR-TV how this rate increase could […]
WBIR-TV: Stocks, Bonds and Your Financial Plan
The financial markets are in an unusual situation: Stocks and bonds, which typically move in opposite directions, are both down this year, making some investors anxious. Chief Investment Officer Miranda […]
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