news 14 Sep 2023 Should I worry about the Bank Run? No. You are probably hearing the news about the failure of Silicon Valley Bank & Signature Bank and wondering: “What does… Jennifer Odom
news 29 Sep 2022 Enduring the Turbulence in the Markets Fall is here and most are busy with football, family, and fun. However, some of you may be having some anxiety… Larren Odom
news 25 Aug 2022 Stock Picking -or- Index Investing -or- Value Investing When people find out what we do for a living, we are often asked which stocks we like or what… Jennifer Odom
news 06 May 2022 “Let’s wait until things settle down . . ..” This is a common, and completely understandable, sentiment I often hear from people who are nervous about investing in the… Larren Odom
news 28 Apr 2022 Should I change my investment strategy due to the war in the Ukraine? The short answer is No. Geopolitical events are often frightening and, seen in the moment, can cause investors to make rash decisions in an effort… Larren Odom
news 26 Apr 2022 The Importance of Personal Umbrella Policies What will you do if you or your child causes a car accident that results in significant injury or death… Jennifer Odom
news 14 Jan 2022 Why You May Need to Update Your Estate Plan Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants… Jennifer Odom
news 06 Dec 2021 What the affluent can teach us about charitable giving Extremely wealthy families tend to be actively involved in philanthropy. Here are some of the ways they go about giving… Guest Author
news 08 Nov 2021 The Benefits of Outside Experts Chances are, you want top experts working on your behalf to help you address your financial challenges and capture financial… Guest Author
news 01 Oct 2021 Boost Your Leverage When Negotiating Shrewd negotiation skills are often critical to achieving significant financial success. The ability to get what you want when there… Guest Author
