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 […]
Importance of a Will
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 […]
Risk Tolerance: Defining Your Limits
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 […]
Succession planning, an unexpected side effect
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 […]
Top Advisor Firm Award
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, […]
What you should be doing now
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 […]
Setting goals for a new year that you can reach
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. […]
It’s Time to Look at Year-end Planning
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, […]
Getting Your Affairs in Order
Recently someone was complementing these articles and said how valuable the information in them was to them. One of her family members died recently and she wanted to make sure that […]
Planning in advance for a disaster
With all the disasters that have happened recently, it never hurts to make sure that we are prepared for the worst. The Federal Emergency Management Agency, the American Red Cross […]