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We did it!! $302,000 raised to fight human trafficking in Middle TN!!
Our initial goal was to raise $240,000 to support 20 survivors with a year of comprehensive aftercare…
September Notes From The Most Recent Investment Committee Meeting
The investment committee recently met, so as always, we wanted to keep you up to speed with…
How to Prepare for Next Year’s Taxes
Tax season can often feel like a whirlwind of stress and last-minute scrambling. But what if there…
The Case For Cash – Flex Your Ability to Move Quickly
In the world of personal finance, the adage “cash is king” couldn’t be more true, especially when…
From the Desk of David Adams – Quick Market Thoughts & Advice
I simply wanted to give some thoughts, advice, commentary on the current economy and stock market, and…
Digital Assets in Estate Plans
Digital assets are increasingly becoming a significant part of our lives. We store our photos, videos, music,…
Overcoming Psychological Barriers in Retirement
Retirement is often seen as the golden phase of life; it’s a time when we can finally…
From The Desk of David Adams – Mid Year Thoughts
It is crazy to think that it is July and we are already halfway through this year….
The Fall of Crypto
Over the past few years, cryptocurrencies have become increasingly popular and have gained a significant amount of…
Latest Investment Committee Notes and Updates
To no surprise based on history, this year may have a lot of you scratching your heads….
