A Plan For All Seasons Summer 2019

CLEAR SKIES AND CLEARLY DEFINED GOALS The beaches are filling up and the days are getting longer, giving you space to take a breath, reflect on your progress and set new goals. You’ll also want to take stock of any recent life changes that may affect your estate plan, benefits and insurance and adjust as  needed   SUMMER 2019 MARKET … Read More

Client Access: Sign in with Enhanced Authentication

With Enhanced Authentication, you can add an extra layer of protection when logging in to Client Access. This free service uses a one-time text message code or voice call to replace the challenge question you are usually prompted to answer when you log in to your account. To confirm your identity and log in, simply enter the code you receive … Read More

Minding Your Business… Some Tips to Help

Laura Webb Article published in the January 2019 Oh! Woman Women Minding Their Own Business Special Guide  https://wncwoman.com/ Starting and running your own business takes a lot of guts. And making it profitable and sustainable requires a whole host of skills. You need to be able to make a product or deliver a service.   You need to be able to market … Read More

Women, Power & Money…Say Yes, I Want to Invest

Laura Webb Article published in the December 2018 issue of WNC Woman https://wncwoman.com/ Recently, I was asked to speak to a group of female students, mostly juniors and seniors, at the University of Tennessee. The forum was called, “Success Like a Girl.” Spending two hours with 25 young women gave me hope, but it also underscored the challenges women still face … Read More

A Plan for all Seasons Spring 2019

A SPRINGTIME SPRUCE-UP The birds singing and flowers blooming are a cue – it’s time for heavy duty cleaning and organizing. That includes cleaning out your financial to-do list and discussing any outstanding items with your advisor. It’s also a good idea to check your credit report and consider consolidating your retirement accounts. SPRING 2019 MARKET CLOSURES Friday, April 19: … Read More

We Live In Interesting Times

Fern Fade Background

 We Live In Interesting Times 2018 was a year of dichotomy.  Unemployment neared a 50 year low by the end of 2018, BUT recession fears have increased1.  Corporate earnings were very strong, BUT stock prices fell into correction territory by year end1.  The question is…. will solid fundamentals outweigh the sentiment of uncertainty1?  For much for 2018, the tax cuts … Read More

Women Power and Money … The 2nd Big Mistake Women Make

Laura Webb Article published in the November 2018 issue of WNC Woman https://wncwoman.com/ I can’t tell you how many times I’ve seen a woman come into my office and ask for some help. Here’s the typical profile. She comes from a successful family. Her husband has a great job, and they own a very nice house. She’s raised two children, hasn’t … Read More

A Plan For all Seasons

As many of your New Year’s Resolutions are off to a great start, don’t forget to include a plan to ensure you are also fiscally fit in 2019, follow us through the seasons for tips in every season. The following has market closures, important dates, and tips to ensuring that 2019 is your best year yet. Enjoy and Happy New … Read More

Three Things to Consider When Things go Bump in the Markets

Driven largely by fears of slowing global growth, U.S. markets continued their selloff through Friday’s trading session. Sparked initially by weaker than expected economic data from China, mounting concerns surrounding the sustainability of international economic growth triggered a broad-based market selloff.  All three major U.S. indices ended the session lower. This development comes in spite of the announcement that China … Read More

How to Beat the Market Heat

When volatility hits, keep a cool head and consider taking advantage of potential opportunities.   Periods of market volatility can trigger emotional responses in investors. When the markets are as reactive as we’ve seen lately, it can be natural to feel some apprehension, but that’s why you and your advisor have spent time developing a tailored financial plan – so … Read More