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 […]
To Debt, or Not to Debt
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 […]
Market Commentary | July 2015
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 […]
Newsletter | Spring 2015
Click here for our Spring Newsletter
Make the Most of ‘New’ in Your Career
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 […]
Supporting Aging Parents Through Planning
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 […]
Avoid Tax on Your Investment Earnings
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 […]
Top Rules for Personal Finance
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” […]
The Trust Company Crosses $2.5 Billion Mark
The Trust Company, the oldest independent trust company headquartered in the state of Tennessee, is announcing it has reached an important milestone by reporting more than $2.5 billion in assets […]
President Endorses Fiduciary Standard
During a recent AARP event, President Barack Obama backed new rules requiring investment advisors to put their clients’ interest ahead of their own. By endorsing a fiduciary standard for 401(k) […]
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