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What is Going on with the Tax Increases that Biden has Discussed?
With summer and 99% humidity fully upon us, one of the questions we’ve been getting from clients…
Bucket 2 – Part 2
Based on the title, I hope you aren’t thinking, “here they go with the buckets again”. So…
Investment Committee Notes from Top Industry Economist
As we approach the first official day of summer in 2021, we wanted to send some good…
Refreshing Our Image
As our company has grown and evolved over the last few years, we’ve moved further away from…
Time = Love: A Message from the Desk and Heart of David
One time my dad asked me as a teenager, “how do you spell LOVE son?”. After my…
It’s More of a Re-Start Than a Recovery
It’s more of a re-start than a typical recovery… Seems like a long time ago with all…
Should I have a Home Equity Line of Credit?
Around middle Tennessee, it’s no secret that the housing market is on a tear. For about the…
Important Notes About the Recent Market Highs and Strategy Changes We See Making
A lot happening in the markets so far this year, and our Investment Committee met recently, comparing…
The Impact of Remaining Focused
I wanted to share these quick thoughts as we (start to) round the corner hopefully from this…
2021 Quarter 1 – Come and Gone
It seems like it was last week we were ringing in the new year and now April…
You Have Heard the Craze, What Exactly is Bitcoin?
It seems like everyone you know is talking about Bitcoin, but what exactly is it? Is it…
Looking Back Over the Past Year
It has now been a little over a year since the World Health Organization (WHO) official declared…