Exit Planning can be complex. Between setting your exit goals and transferring your business, you’ll attempt to build business value, find an appropriate successor or buyer, navigate perplexing tax implications, […]
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 […]
Why do Real Assets Warrant an Allocation?
Real asset instruments derive their worth from physical value – you can touch, see and maybe even smell. Conversely, stocks and bonds derive their value from future cash flows and residual claims […]
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, […]
Property Planning for Your Home and More
WHAT property do you have? WHY do you want to transfer it? WHO do you want to receive the property? WHEN do you want to transfer it? HOW do you […]
Is Volatility Here to Stay?
No portfolio has been immune to market volatility in 2018. A common industry measurement of stock market volatility is The Chicago Board of Options Exchange (CBOE) Volatility Index, aka “VIX”. […]
Bitcoin: Boom or Bubble?
Bitcoin has been all over the news lately as the cryptocurrency has continued to skyrocket in value. In 2017, Bitcoin rose almost 1,400 percent (from $900.86 to $13,444.88), and that […]
Cyber Security
Article first appeared in the Knoxville News Sentinel. Last week hundreds of people received an email purportedly from me forwarding an attachment to be opened. Only it wasn’t from me. […]
The Trust Company News | Spring 2018
Click here for our Spring 2018 Newsletter
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