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It’s been a while, just hold tight

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As 2015 has been one of the least volatile years in recent history, we have been anticipating a market correction for some time. In fact, volatility has been near the record low since the VIX (a benchmark measuring volatility) was created in the … [Read more...]

To Debt, or Not to Debt

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Sharon's latest Column Knoxville News Sentinel Nobody likes being in debt. Everyone can agree on that, yet people still find themselves owing someone something. Despite their best efforts, people can still find themselves up to their eyeballs in … [Read more...]

Market Commentary | July 2015

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Increased Potential for Mergers & Acquistions this Year Merger and acquisition (M&A) activity of publicly traded companies has increased significantly in the last year, hitting an eight-year high, according to Bloomberg. The increase is … [Read more...]

Make the Most of ‘New’ in Your Career

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May 23, 2015 - Knoxville News Sentinel It’s all about perspective. Being “new” can be positive, just take yourself seriously so that others will too. Whether you’re graduating from college this year or have taken a new position, it’s easy to feel … [Read more...]

Supporting Aging Parents Through Planning

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Knoxville News Sentinel - As we age, we have a greater appreciation for all that our parents have done for us. As they age, they usually appreciate all we now need to do for them. Caring for aging parents is something most of us will have to do at … [Read more...]

Avoid Tax on Your Investment Earnings

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Complicated Mathematics Many of you probably have a Traditional IRA that you make contributions to without taking tax deductions.  You will not pay taxes on these contributions when they are withdrawn.  Earnings however are a different story.  Each … [Read more...]

Top Rules for Personal Finance

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Countless “talking heads” show themselves discussing where, how, and/or when investors should stock-away money for retirement and other financial goals. Brett Arends’ February 2015 Wall Street Journal article gave 23 “rules” on personal finance. … [Read more...]