fbpx
(865) 226-9982 [email protected]
Wills Vs. Trusts

Wills Vs. Trusts

Wills vs. Trusts: Which Is Right for You? When it comes to planning your estate, you have two primary choices: a will or a trust. Both have their advantages and potential drawbacks, and sometimes, a combination of both can be the best solution. Here’s a simple...
2024 First Quarter Wrap Up

2024 First Quarter Wrap Up

Until recently, much of our investment advice has emphasized the importance of maintaining your investment strategy, even when it’s tempting to jump out during market declines.   Year to date, tables have been turning. Not only have many broad markets delivered...
Compared to What?

Compared to What?

Ah, we restless humans. Sometimes, it pays to strive for greener grass. But as an investor, second-guessing a stable strategy can leave you in the weeds. Trading in reaction to excitement or fear tricks you into buying high (chasing popular trends) and selling low...