This article by Roger Shirley first appeared in The Tennessee Banker November/December 2018 issue. Sharon Miller Pryse didn’t start out to be the owner and chief executive of a highly successful trust company. Personal drive, ambition, an entrepreneurial spirit, and at the right place at the right time early in her career, however, came together to set that course. Pryse …
This article originally appeared in the Knoxville News Sentinel’s business column on October 21, 2018. The market has recently had the long-awaited “hiccup.” I happened to be at an investment conference when the market was off 1,300 points over two days. Dr. David Kelly, chief global strategist at J.P. Morgan, was one of the keynote speakers. He had some excellent …
By Cortney Roark, published in the Knoxville News Sentinel on February 5, 2018 As founder and CEO of the Trust Company, which manages $3 billion in assets, it’s expected that Sharon Pryse has a roomy office. What’s not as expected is the seat she chooses when guests enter the room. When clients – or a reporter and photographer – walk …
This article originally appeared in the Knoxville News Sentinel’s business column on September 30, 2018. Alright everybody, let’s get around to it. There are all these items on our to-do lists that we keep putting off. Cleaning out the closet, giving away clothes that we haven’t worn in two years, and sorting through that junk drawer that just keeps getting …
This article originally appeared in the Knoxville News Sentinel’s business column on August 19, 2018. The sky is falling, the sky is falling. Sell, sky! We’re all waiting for the next stock market correction. I received another email this week asking, “Isn’t it time for a big collapse? Should I sell?” There are a number of factors to consider regarding …
Through this column I try to help the reader address challenges they may be facing by asking myself, “What would I want if I were in their shoes?” Then, I share the insights I’ve learned in my career. Over the years, I’ve seen how the cloud of a family crisis can hinder smart people from exercising good judgment, so hopefully …
We are proud to be listed among the Top Defined Contribution Advisor Firms by the National Association of Plan Advisors. A number of factors went into making this distinguished list, including having three offices in Knoxville, Chattanooga and Tri-Cities, the quality of retirement advice and an excess of $1 billion in defined contribution assets under advisement. We love serving our …
Help! The market is at a record high. What should I do?! Yes, the market was trading in record territories, but things haven’t been as over-valued as they might have appeared. Corporate earnings are up, so while the price earnings ratios are high, they are not at “frothy” levels. However, we are certainly not surprised by the recent increase in …
Your Turn What are your goals for 2018? When setting your goals for the new year, it’s important to focus on a few things. Make sure your goals are yours. Whether it is decluttering your workspace, reducing debt or losing weight, your goals must be yours, not what someone else thinks you should do. That leads to a few questions …
As the year draws to a close, we begin to think about taxes and planning for the upcoming year. There’s no telling what the tax rules will be for 2018, but we might as well take control of what we can — our own spending and planning. Stay disciplined over the holidays with your budget and remember the extra $10 …
