Blog

Lindsey Fiske Thompson, Director of Strategy & Resources, Partner | Sally Eisenberg, Operations Associate | Thursday, July 29, 2021

Cyberattacks continue to evolve in terms of sophistication, pervasiveness, and impact. Back in 2018, our team blog scratched the surface of big data, analytics, implications for information sharing, and data compromise. Each cyber-attack, targeted or unleashed, has created not only serious disruption and headaches but true opportunities for professionals and individuals to have their information security at front of mind in all daily activities. Changes since the 1988 Morris Worm include increases in cyberwarfare, government espionage, […]

Ryan Richardson, CFP®, Wealth Management Associate Advisor | Aubrey Brown, CFP®, CRPC®, M.S. Wealth Management Associate Advisor | Thursday, June 24, 2021

From airline tickets and car prices to gasoline and commodities, consumers and investors have experienced pockets of inflation as the U.S. economy continues to recover from the COVID-19 pandemic. We saw the May Consumer Price Index (CPI) numbers reflecting the largest month-over-month gain since 2008, and subsequently the Federal Reserve began talking about potential changes […]

Brent Armstrong, CFP®, Wealth Management Advisor, Partner | Chase Hayhurst, CFP®, Wealth Management Associate Advisor | Thursday, May 27, 2021

We all know the phrase “don’t put all your eggs in one basket” and there is one concept in the world of investing that universally applies to all individuals… diversification.  Often, the very asset that has helped generate wealth over times poses the biggest risk to your financial future.  We will be exploring highly concentrated […]

Brooke Boone Kelly, CFP®, MACC, Wealth Management Advisor | Cole Hansen, CFA, CFP®, Wealth Management Advisor | Thursday, April 22, 2021

Benjamin Franklin once said, “In this world, nothing is certain except death and taxes.” Given the recent shift in presidential power, there has been a renewed focus around potential tax and estate law changes under the Biden Administration. Specific to estates, there is a proposal for the estate exclusion amount to drop from the current […]

Kelli Ruby, CFP®, Wealth Management Advisor, Partner | Carolyn P. Taylor, President, Founding Partner | Thursday, March 18, 2021

Over the past year we’ve had many phrases added to our lexicon – social distancing, flatten the curve, Zoom fatigue, and many others. For every “can you hear me?” or “you’re on mute” we’ve heard, we’ve also felt concern and hope for our collective communities. In March of 2020, we were told to shelter-in-place and […]