Eight Interesting Things to Know About the Election
“It’s tough to make predictions, especially about the future.” Yogi Berra, Yankee great and Hall of Fame catcher.
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Leaving a Larger than Life Legacy
Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …
What True Wealth Means to Me
Published by Mark Lookabill, Wealth Advisor I was reminded this past week of what really embodies “True Wealth.”
Estate Planning
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
Using Life Insurance as a Portfolio Preservation Asset
We all understand that life has at least two certainties: death and taxes. I’ll add one more: market downturns. Despite the wealth of information available and excellent portfolio strategies employed, events like the subprime market and Brexit will occur and create volatility in an equity-b …
Are Your Customers Ready to “Brexit”?
Published by Ron Carson The U.K.’s dramatic vote to leave the EU was a powerful signal to every business leader: If you are not providing value beyond a doubt, you’re in trouble.
Estate Planning
Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Click here to open fullscreen
