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
Charitable Giving: Not a One Trick Pony
The beginning of a new year presents an opportunity for investors to recalibrate and review their goals. Often among these is a renewed endeavor to give back in a charitable […]
Examining the personal debt bubble
As the United States recovered from the Great Recession, a lot of people paid down personal debt and increased their savings. As the economy has improved, Americans have gone back […]
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 […]
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