In many ways, 2018 was a paradox of a year. US equities and 10-year Treasuries both had negative returns, which almost never happens. Cash was the highest performing asset class […]
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, […]
What’s Slowing Santa’s Sleigh?
With the approach of the Holiday Season, many investors are wondering if they will enjoy a “Santa Claus” rally in the final weeks of 2018. So far, the […]
What kind of bias do you apply to your finances?
This column was first published in the Knoxville News Sentinel on December 12, 2018 We all fall into traps that have the potential to take us off track of achieving […]
How Trusts Allow You to Take Care of Those You Love
Trust is the foundation of love and one of the key elements of what binds families together. A financial trust can function much the same, helping you to care for […]
Why Maintaining Planning Momentum Is Important
Planning for major events can sometimes cause a sense of dread. Whether it’s planning a honeymoon, a long family trip, or a business exit, it’s easy to say, “I’ll do […]
Are You Being Your Own Worst Enemy?
Many business owners believe that they want to sell their businesses to a third party when they first start considering their business exits. Owners who want to start planning for […]
Happy Holidays and Merry Cryptocurrencies
As we find ourselves in the middle of the holiday season attending various holiday parties, family gatherings, ugly sweater contests, and open houses, invariably, conversation turns to the stock market. […]
Financial Insights, Reflections on 2018
This article originally appeared in the Knoxville News Sentinel’s business column on November 18, 2018. As this year is drawing to an end, here are a few random thoughts related […]
Blazing Her Own Trail
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 […]
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