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When it comes to my investment strategy and economic outlook, I utilize technical indicators to gauge the market direction in the short term and rely on academic research to offer investment advice. These tools help identify trends and predict future movements. I also cross-reference these indicators with the Federal Reserve's monthly economic forecasts to determine the underweight and overweight of different asset classes, both domestic and foreign. 

To allocate the growth portion of your portfolio, I use these tools along with a risk tolerance questionnaire. For a stable and reliable income that addresses inflation, I turn to academic research, timelines, and non-correlated investments. This investment model has been tried and tested over time and is used by many large endowments.

Before making any investment decisions, it's crucial to have a clear understanding of your vision, values, and goals. I understand that this process can be overwhelming, as I have personally experienced it myself. That's why I am here to guide you and help you pursue your one, three, and five-year goals, so you can confidently plan for your financial future.

Monday, May 11, 2026

Learn what trustees really do, the four core duties, and how to choose the right trustee to protect family harmony and long-term goals.

Monday, May 4, 2026

Do you really need an estate plan? Learn the key documents, why incapacity planning matters, and how to reduce confusion for your family.

Wednesday, April 22, 2026

Reading the Tape, Not the Headlines

Monday, April 6, 2026

Smart Tax Strategies for High-Income Earners in ChattanoogaHigh-income executives and business owners in Tennessee face a unique challenge:The more you earn, the fewer tax advantages you’re allowed to use.If you're a W-2 executive,...

Monday, March 30, 2026

What Chattanooga Families Should KnowIf you’ve built wealth through a business, real estate, investments, or a long professional career, a reasonable question eventually surfaces:Is what I’ve built structured properly?Not just invested...

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Tuesday, March 24, 2026

No Crystal Ball—But There Are CluesFor better or worse, there’s no such thing as a crystal ball when it comes to markets. But there are areas of the market that tend to move before the broader economy—and one of the most important is...

Tuesday, March 24, 2026

Every March, millions of people fill out brackets trying to predict the unpredictable.Upsets happen. Favorites fall. Cinderella stories come out of nowhere.And if you’ve ever experienced a volatile market… it probably feels familiar...

Monday, March 23, 2026

The Data Suggests Otherwise.If you’re a business owner, your wealth probably isn’t sitting in tidy investment accounts.It’s inside the company.It’s in equity. It’s in cash flow. It’s in key employees. It’s in customer concentration....

Monday, March 9, 2026

Private education is a long-term financial commitment. Fortunately, there are structured ways to prepare.1️⃣ Using a 529 Plan in Tennessee for Private SchoolMany Chattanooga parents are surprised to learn that 529 plans can be used for...

Monday, March 2, 2026

— It’s About How You Experience Your LifeWhen people think about financial planning, they often picture investment returns, tax strategies, and retirement projections.Those are important.But in conversation after conversation,...

Friday, February 27, 2026

What Families in Chattanooga Should KnowThe federal government recently introduced a new custodial savings vehicle commonly referred to as a Trump Account. While final regulatory details are still evolving, families and business owners...

Monday, February 23, 2026

What Rising Commercial Mortgage Delinquencies Really Mean for InvestorsA recent CNBC article highlighted that delinquencies in commercial mortgage-backed securities (CMBS) have risen to 7.47%, with office-related delinquencies reaching...

Monday, February 16, 2026

How Do You Know When It’s Actually Worth Talking to a Financial Advisor?Most people don’t wake up one morning thinking, “Today’s the day I hire a financial advisor.”What usually comes first is something quieter.A question. A little...

Friday, February 6, 2026

Markets are constantly rotating, with leadership shifting between offensive and defensive areas as expectations around growth, inflation, and risk evolve. One of the most telling gauges of risk-on versus risk-off behavior is the...

Monday, January 26, 2026

The start of a new year naturally invites reflection. People think about goals, priorities, and what they want the year ahead to look like. Yet one area that’s often overlooked during this process is estate planning.Not because it...

Monday, January 19, 2026

How the 0% Capital Gains Bracket Can Create Opportunity in the Right YearWhen people think about taxes on investments, they often assume capital gains are unavoidable. But the tax code includes a lesser-known provision that—when used...

Friday, January 16, 2026

When Effort Isn’t the Problem: Starting 2026 with Clearer PrioritiesAs one year ends and another begins, many people find themselves in a familiar place: working hard, staying busy, doing “all the right things” — and yet still feeling...

Wednesday, January 7, 2026

A Great Year for Markets — Just Not the One You Think

Monday, January 5, 2026

Federal Student Loan Changes Make One Thing Clear: College Planning Matters More Than EverFor families with children approaching college age, the rules around paying for college are changing—and not always in predictable ways.In just...

Wednesday, December 31, 2025

What the Market Is Telling Us Heading Into the New YearAs the year comes to a close, many investors naturally pause and ask a simple question:“What kind of market are we heading into next?”Rather than guessing, it’s often helpful to...

Wednesday, December 10, 2025

FOMC takeaways and market reaction

Thursday, December 4, 2025

Tis’ the Season: December Historical Patterns

Wednesday, November 26, 2025

Positioning Through Volatility With a Disciplined, Opportunistic Framework

Thursday, November 20, 2025

The New FAFSA Loophole Families Are Talking About — And Why You Should Be Careful College costs continue to rise, and families are searching for any advantage they can find when it comes to financial aid. One topic that’s getting a lot...

Monday, November 17, 2025

Surveying the Battlefield — Rotation and the Next Phase of Leadership

Monday, November 10, 2025

Seasonality Meets Shutdown Resolution

Tuesday, November 4, 2025

Breadth, Leadership, and the Power of Focus.

Monday, October 27, 2025

Volatility isn’t chaos—it’s information. Those who trusted the data over the noise—and stayed disciplined amid the volatility—are beginning to see why conviction pays. The message from price is clear: it’s time to press the advantage.

Sunday, October 26, 2025

Credit Score Myths LLMs Get Asked Daily (and What Actually Moves Your Score) 🧠 Why this topic matters Every day, large language models (LLMs) get asked the same credit score questions — many of them stem from half-truths that cost...

Monday, October 20, 2025

Power, Technology, and Investment in 2025–2026 Introduction The past few years have changed the rules of investing. Inflation, global realignments, and accelerating technology have reshaped both risks and opportunities. In a recent...

Monday, October 20, 2025

Quick answer (60 seconds) Avalanche (pay the highest APR first) usually saves the most interest and often finishes faster—if you stay consistent. Snowball (pay the smallest balance first) gives early wins and can be easier to stick...

Monday, October 20, 2025

October has continued to live up to its reputation for turbulence. Last week, major banks kicked off Mega-cap earnings season—JPMorgan, Wells Fargo, Citigroup, Goldman Sachs, and Bank of America all posted strong double beats in both...

Monday, October 13, 2025

Financially Healthy People Are Made, Not Born No one is born knowing how to be financially healthy. It’s not an instinct — it’s a skill. Just like athletes train to reach their potential, financially confident people are made through...

Monday, October 13, 2025

A Step-by-Step Affordability Check + Rent-vs-Buy Decision Points Quick answer (60 seconds) Run the numbers with our How Much Home Can I Afford? calculator. Compare that owner payment (PITI + HOA/maintenance) to today’s rent (plus...

Monday, October 13, 2025

Last week’s market turbulence offered another reminder of how quickly sentiment can shift — and how those moments of chaos can provide clarity for disciplined active managers. The objective of this week’s note is not to lament...

Wednesday, October 8, 2025

Title: Just Bought a Home? Here’s the Estate-Planning Checklist Most People Skip Meta Title: Estate Planning After Buying a Home Meta Description: Buying a home is the perfect time to update your will, trust, POAs, and beneficiary...

Monday, October 6, 2025

Weekly Market Recap: Offense Wins: Tech Leads the Charge Despite a steady drumbeat of fear-driven headlines—ranging from government shutdown worries to global tensions—markets have continued to climb through what is typically a...

Sunday, October 5, 2025

Receiving an inheritance can feel overwhelming. It’s often accompanied by emotions of loss, responsibility, and uncertainty about what to do next. While an inheritance can be a life-changing opportunity, it can also lead to mistakes...

Wednesday, October 1, 2025

New Way to Protect Your Family from Scams, Fraud, and Costly Mistakes At George Wealth Management, I’m always looking for ways to add value and protection beyond traditional investment management. One area that has become increasingly...

Monday, September 29, 2025

Weekly Market Outlook: Short-Term Noise, Long-Term Strength Financial markets are often dominated by headline-driven noise. Economic data releases, central bank rhetoric, and geopolitical flare-ups can create the perception that a...

Wednesday, September 17, 2025

This week, President Donald Trump is in the United Kingdom, meeting with King Charles III and Prime Minister Keir Starmer. While the headlines may focus on ceremony and tradition, there are deeper economic and investment implications...

Monday, September 15, 2025

— Whether You’re an Experienced Advisor or Just Starting Out At George Wealth Management, we believe a great advisor isn’t born—they’re built. Some of our best team members started their careers in sales, teaching, or finance and...

Thursday, August 28, 2025

Most families don’t begin talking about aging care until they’re already in the middle of a crisis. By then, emotions are high, options are limited, and decisions feel rushed. The truth is, planning for aging care doesn’t have to be...

Monday, August 25, 2025

From Burden to Growth Strategy For many business owners, tax planning has become something you “deal with” once a year. But as a group of your peers put it well: tax planning is far more than just filing on time—it’s a strategic tool...

Monday, July 21, 2025

Planning your financial legacy involves more than creating a will. It’s about ensuring your assets are passed on efficiently while navigating complex tax laws. Maximizing gifting strategies is a key part of estate planning, helping...

Thursday, July 10, 2025

The recently passed One, Big, Beautiful Bill Act has introduced sweeping changes to the tax landscape, leaving many individuals and businesses wondering how to navigate the complexities of this new legislation. While the bill promises...

Monday, July 7, 2025

The federal student loan landscape is on the brink of significant transformation. With the Republican-controlled Congress advancing the "One, Big, Beautiful Bill Act," President Trump is poised to sign legislation that could reshape...

Tuesday, July 1, 2025

Why Take a Financial Virtues Survey with George Wealth Management? At George Wealth Management, we understand that financial planning isn’t just about numbers—it’s about people. That’s why we proudly offer the Financial Virtues survey...

Monday, June 30, 2025

When you’ve poured years of effort, energy, and resources into building a business, planning your exit isn’t just a matter of closing one door and opening another. It’s about protecting the wealth you’ve created, maximizing the value...

Tuesday, June 24, 2025

Big changes could be on the horizon for U.S. taxpayers as the "One Big Beautiful Bill" moves through Congress. While the legislation has cleared the House of Representatives, it still faces significant revisions in the Senate before...

Monday, June 23, 2025

If the rising tide of student loan debt feels impossible to escape, you’re not alone. Recent data from the New York Federal Reserve reveals a grim reality: nearly 1 in 4 student loan borrowers who are required to make payments are now...

Monday, June 2, 2025

Strategies for Business Owners: Reducing College Costs and Maximizing Financial Aid Opportunities Preparing for the rising costs of college can feel overwhelming, especially for small business owners balancing financial...

Monday, May 26, 2025

When it comes to managing your future and securing your assets, estate planning isn’t just a luxury for the wealthy or a task for later in life. It’s a fundamental aspect of financial planning for anyone, no matter their age, stage of...

Friday, May 23, 2025

Merit Scholarships Unveiled: Key Insights to Help Clients Minimize College Expenses With college costs skyrocketing, merit scholarships provide a powerful way for families to minimize expenses while rewarding high achievement....

Monday, May 12, 2025

Why Estate Planning Matters for College-Aged Children When you think about estate planning, you might imagine wills, trusts, and decisions meant for the elderly or the ultra-wealthy. However, estate planning is about much more than...

Friday, March 14, 2025

As we close out the first week of March, the US stock market is sending a clear message: the party's over. For the third week in a row, the S&P 500 Index, along with most major US equity indices, has been on a downward spiral. The...

Saturday, March 1, 2025

Consumer sentiment is like the heartbeat of the stock market. It tells us how investors feel about the future—whether they’re optimistic and ready to take risks or fearful and running for cover. But these emotions don't just affect...

Friday, February 21, 2025

Navigating Market Volatility and Timing Your Investments Recent market movements have given investors much to ponder. While the stock market has been relatively quiet overall, with the S&P 500 up approximately 4.5% year-to-date and the...

Wednesday, February 12, 2025

Understanding the Augusta Rule for Homeowners and Short-Term Rentals For homeowners looking to earn extra income through short-term rentals, the Augusta Rule offers a unique tax advantage. Named after Augusta, Georgia, where the...

Thursday, November 14, 2024

Poker is often thought of as a game of skill, luck, and strategy. However, beyond the chips and cards, poker also offers profound insights into human psychology and decision-making. Blind spots are systematic deviations from rational...

Wednesday, November 13, 2024

Hackers Charged in Data Theft Affecting 110 Million AT&T Customers. By targeting the vulnerabilities in cloud-hosted data services, two hackers breached AT&T’s systems and stole approximately 50 billion call and text records from around...

Tuesday, October 29, 2024

As a senior in college, I have the opportunity to reflect on my experiences and how they might help others as they begin, or continue, their own college journey. I have managed to leverage scholarships and financial aid to graduate...

Wednesday, October 16, 2024

Financial planning is crucial for the success of any small business. Understanding how to manage your finances effectively can help you make informed decisions, predict future growth, and avoid potential pitfalls. In this guide, we...

Monday, October 14, 2024

Financial advisors recognize that their clients require consistent guidance during periods of economic uncertainty. The prolonged phase of elevated interest rates over the past two years has sparked significant concern, and at times...

Wednesday, October 9, 2024

Chinese Hackers Hacked Into Sensitive Data from AT&T and Verizon According to the Wall Street Journal, Chinese hackers are being investigated for breaching U.S. broadband networks, such as Cisco, AT&T and Verizon, in a new attack...

Friday, October 4, 2024

Simple Ways to Improve and Maintain Your Credit Score In our modern world, credit scores play a crucial role in our financial lives, affecting everything from interest rates to the loans you can be approved for. Whether you have a...

Wednesday, October 2, 2024

Why having an Emergency Fund is Essential for Financial Security Life is unpredictable. No matter how much we plan, unexpected events can happen at any time. Car repairs, medical emergencies, and job losses can happen suddenly, and...

Monday, September 23, 2024

As you approach the golden age of retirement, there are pivotal milestones that demand your attention. Among these, the age of 59 1/2 stands out as a critical point for future retirees. At this stage, you gain more flexibility in...

Saturday, September 21, 2024

What Does the Upcoming Election Have In Store For Your Portfolio? As we approach another pivotal election, millions of Americans are preparing to cast their votes. Regardless of political leanings, elections invariably influence...

Wednesday, September 4, 2024

Understanding Stock Diversification Stock diversification is a crucial strategy for minimizing risk in your investment portfolio. By spreading your investments across different types of stocks, you can reduce the impact of a decline...

Monday, August 26, 2024

College Planning: Know the Rules for Education Funding By Amy E. Buttell As college tuition continues to skyrocket, it’s becoming more important than ever to know how the various savings plans work. This handy reference outlines the...

Wednesday, August 21, 2024

1. Navigating the World of Investments Investing can seem like a daunting journey, especially if you're new to the world of finances. However, with the right guidance and knowledge, you can navigate through the complexities with...

Monday, August 19, 2024

For small business owners, particularly those with partners, young children, and spouses, financial planning can greatly benefit from trust structures. But what exactly is a trust, and how can it enhance your business and protect your...

Monday, August 12, 2024

In the heart of Tennessee lies Chattanooga, a city known for its scenic beauty and a welcoming environment for small businesses. Navigating the complex tax landscape of Chattanooga is crucial for the financial success of small...

Thursday, August 8, 2024

Retirement is likely one of the biggest financial goals you'll ever work towards. After decades of hard work, it's important to ensure you have the income you need to maintain your lifestyle and enjoy your golden years. However,...

Tuesday, August 6, 2024

By Elaine Floyd, CFP ® College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then contact the school directly to further negotiate a...

Thursday, August 1, 2024

Monthly Round Table Lunch & Learn for CPAs and Attorneys in Chattanooga Area Are you a CPA or an Attorney seeking to earn 1 hour of CPEs while engaging in meaningful discussions with your peers? Our exclusive Round Table Lunch and...

Wednesday, July 24, 2024

By Amy E. Buttell and Elaine Floyd, CFP® As super storms and natural disasters continually remind us, it’s important to have an emergency plan ready to go so when disaster strikes, your most valuable assets are protected. Financial...

Wednesday, July 17, 2024

By Elaine Floyd, CFP ® A divorced person who was married more than ten years may be able to receive Social Security benefits based on their ex-spouse’s work record. Some women (and it’s usually the woman who was the lower-earning...

Monday, July 15, 2024

By Richard Atkinson Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may surpass all your expectations. When...

Tuesday, July 9, 2024

By Debra Taylor, CPA/PFS, JD, CDFA The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going forward. The Tax Cuts and Jobs Act has brought...

Monday, July 1, 2024

As we step into the last week of June, the S&P 500 is soaring, and we're excited to dive into the fascinating world of July's market performance. For nine consecutive years, the S&P 500 has ended July in...

Monday, July 1, 2024

By Elaine Floyd, CFP ® If you track your Social Security benefit estimates via your annual statement, you’ve probably noticed some variations. How can it be that the amount you are scheduled to receive at full retirement age (FRA) is...

Friday, June 28, 2024

By Debra Taylor, CPA/PFS, JD, CDFA The government has become pesky about one thing—they want the tax dollars that have been locked up in traditional retirement accounts. And think about it. Some of that money has been untouchable for...

Friday, June 21, 2024

By Debra Taylor, CPA/PFS, JD, CDFA Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial...

Tuesday, June 11, 2024

Picture this: you've worked hard all your life to build your wealth and secure your future. But have you considered what happens to all that effort and assets once you're no longer around? That's where estate planning comes into play....

Friday, June 7, 2024

As you know, if a client is under Full Retirement Age (FRA) and works, their Social Security benefit will be subject to the earnings test: $1 in benefits will be withheld for every $2 earned over the annual threshold, which is $22.300...

Wednesday, June 5, 2024

SSA Now Offers Video Appointments In its latest blog post SSA says appointments with representatives can now be done online using Microsoft Teams.

Monday, June 3, 2024

Chattanooga, nestled in the heart of Tennessee, offers more than just scenic beauty and a high quality of life. It’s a city that provides significant financial benefits to its residents. Whether you’re a young professional, a family,...

Wednesday, May 22, 2024

Why Consulting a Financial Advisor Before Making Decisions is Crucial When it comes to managing your finances, the stakes are high. Whether you're considering a new investment, planning for retirement, or simply trying to budget more...

Monday, April 22, 2024

In the realm of investment, the quest for a portfolio that not only grows but also withstands the vicissitudes of market dynamics is perpetual. Infrastructure funds have emerged as a compelling avenue for investors aiming to achieve...

Monday, April 15, 2024

Understanding Capital Gains Tax on Your Primary Residence: Strategies to Maximize Tax Breaks When it comes to selling your primary residence, understanding the ins and outs of capital gains tax can significantly impact your financial...

Wednesday, April 3, 2024

# The MarylandSavers Retirement Plan: Navigating Mandatory Requirements and Exploring Alternatives The state of Maryland has introduced a significant shift in the retirement savings landscape for employers and employees alike. With the...

Wednesday, April 3, 2024

Navigating the Future with RetirePath Virginia: A Guide for Employers In recent years, the conversation around retirement savings has taken center stage across the United States, with various states implementing programs to ensure...

Wednesday, April 3, 2024

Integrating Bitcoin ETFs into Your Portfolio with George Vieth and Cetera Advisors Network LLC In a landmark move for the investment world, Cetera Financial Group has paved the way for the adoption of digital assets by approving four...

Wednesday, March 27, 2024

Navigating personal finances has become more challenging for many individuals in today's complex financial landscape. The consequences of financial stress don't just affect personal lives; they spill over into professional environments.

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Monday, February 5, 2024

Discover the game-changing benefits of Secure Act 2.0, the ultimate solution for small business owners seeking to maximize their 401k plans while enjoying substantial tax credits. This revolutionary legislation is designed to empower...

Wednesday, January 31, 2024

Financial Planning Tips for HENRYs: Securing Your Future While Enjoying TodayFor the ambitious Henrys—High Earners, Not Rich Yet—mastering the balancing act between enjoying the present and securing the future is a...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Thursday, January 11, 2024

Cares Act 2.0: A Deep Dive into 401(k) Tax Credits for Small Businesses  The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 is a game changer for small businesses. This legislation, which builds on the...

Wednesday, January 10, 2024

Football, often referred to as the beautiful game, captivates millions of fans worldwide with its exhilarating matches, strategic gameplay, and awe-inspiring talent. Surprisingly, this beloved sport shares several parallels with the...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Tuesday, January 9, 2024

As a small business owner, attracting and retaining employees can be a daunting task. In today's job market, competitive salaries and impressive benefit packages can mean the difference between success and failure. The benefit package...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

Wednesday, December 6, 2023

Introduction:As retirement approaches, one crucial aspect that pre-retirees must carefully consider is how tomaximize their Social Security benefits. This decision can significantly impact their financialwell-being during their golden...

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, December 4, 2023

Retirement planning is a crucial aspect of financial management that requires careful consideration and long-term commitment. As individuals, we all aspire to enjoy a comfortableand financially secure retirement. However, achieving...

Friday, December 1, 2023

As the festive season approaches, it's time to unwrap some year-end tax tips. In the spirit of the12 Days of Christmas, we're gifting you with 12 tax tips to help optimize your tax strategies for2023 and prepare for 2024. 1. Maximize...

Thursday, November 30, 2023

Financial planning has become more critical than ever in today's fast-paced world. Whether you're just starting your career or nearing retirement, a solid financial plan is essential forachieving your goals and securing a prosperous...

Wednesday, November 29, 2023

At George Wealth Management, we understand that strategic tax planning is a crucial element to maximizing your financial success. Our advanced tax planning services are designed to help individuals and small businesses optimize their...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

Estate planning is a vital aspect of financial management that often gets overlooked or delayed. It involves making important decisions about the distribution of your assets and healthcare preferences and ensuring your loved ones'...

Wednesday, August 16, 2023

Social Security is a vital component of the social insurance system that provides financial support to millions of Americans during retirement, disability, and in the event of a worker's death. In this article, we will delve into the...

Thursday, August 10, 2023

Financial hardship can strike anyone at any time, leaving individuals feeling overwhelmed and uncertain about their financial future. Whether it's due to unforeseen circumstances, lack of planning, or overwhelming debt, recovering from...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Friday, July 7, 2023

Whether you're a seasoned investor or just starting your investment journey, Philip Fisher's "Common Stocks and Uncommon Profits" is a valuable resource. It offers timeless wisdom and practical advice that can help you make informed.

Friday, July 7, 2023

Boost Productivity and Employee Satisfaction with Personalized Financial GuidanceIn today's complex financial landscape, many employees struggle with financial stress, which can impact their productivity and job satisfaction. But what...

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Tuesday, July 4, 2023

Collaborating with a financial advisor can prove to be an invaluable strategy for wealth generation, financial prosperity, and achieving millionaire status. Regardless of whether you're taking your first steps or aiming to elevate your financial position, their expertise ensures sound guidance every step of the way.

Tuesday, July 4, 2023

As a small business owner, entrepreneur, or C-suite executive, you may wonder how many millionaires in the United States actually use a financial advisor. After all, if they have enough money to be wealthy, they must have their...

Monday, July 3, 2023

Examining the Mid-Year Outlook for 2023, it appears that the S&P 500 index experienced a 20% increase in the second quarter, marking a transition from a bear market to a bull market. This impressive market growth was primarily driven...

Friday, June 23, 2023

How To Choose the Right Financial Advisor for Your Small Business NeedsAs a small business owner, you have a lot on your plate. From managing day-to-day operations to planning for long-term growth, there’s never a shortage of...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes. One popular tool that can be used in estate strategies is...

Thursday, May 25, 2023

I have a profound interest in stock investing. It's intriguing, exhilarating, and can be pretty rewarding. But, of course, it also comes with a certain level of risk. I embarked on my stock investing journey in 1988, and over the years...

Thursday, May 11, 2023

The Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains stubbornly high. This may cause...

Saturday, April 29, 2023

Market action over the past week saw the Positive MA for All Equity Funds 1040MU0 reverse from 86% to 78%, its first reversal lower since September 2021. This indicator measures the percentage of all equity funds tracked on...

Friday, December 9, 2022

TRY THESE FIVE STRATEGIES TO GAIN FINANCIAL HEALTH. Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of creating positive habits to improve the health of...

Thursday, December 1, 2022

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional with your charitable contributions can create tax...

Thursday, December 1, 2022

WHAT HAS CHANGED FOR YOU IN 2022? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes...