7 Financial Questions Physicians & Healthcare Professionals Should be Asking… But Rarely Do September 16, 2025
Moving From a High Tax State to a Low or No Tax State Written by Richard Bell CFP® Partner, Regional Director, Wealth Advisor on September 16, 2025
7 Financial Questions Physicians & Healthcare Professionals Should be Asking… But Rarely Do Written by Wesley Martin CFP® Associate Wealth Advisor on September 16, 2025
2020 Midyear Review: Positive Movements in the Markets Contrast the Economic Effects of COVID-19 [Plus the Economic Indicators Providing Hope] Written by John B. Cox, CFA, CAIA on July 6, 2020 View
Tip for Investors: Take Time to Evaluate Your Risk Tolerance and Risk Capacity During the Pandemic Written by MaryPat Peeples on July 6, 2020 View
Five Basic Financial Skills All Young Adults Should Know [Plus 11 Helpful Resource Links for Additional Learning] Written by Ashley Tucker and MaryPat Peeples on May 14, 2020 View
Financial Planning During a Pandemic: Two Ways to Avoid Tax Consequences from Educational Refunds Written by Ashley D. Tucker on May 8, 2020 View
Financial Planning During a Pandemic: Four Practical Ways to Respond to a Financial Emergency Written by Joseph R. McNair, CFP®, JD, CPA on April 30, 2020 View
Financial Planning During a Pandemic: Three Key Actions to Consider Right Now Written by Joseph R. McNair, CFP®, JD, CPA on April 23, 2020 View
Financial Planning During a Pandemic: We’ve Planned for This (A Retirement Plan Reminder in the Midst of COVID-19) Written by David M. Foreman, CFP® on April 20, 2020 View
The CARES Act: A Summary of Provisions for Individuals and Small Businesses Written by Joseph R. McNair, CFP®, JD, CPA and Evan B. Crouse on April 3, 2020 View
First Quarter 2020: Unprecedented Times and the Need to Focus on the Long-Term Written by John B. Cox, CFA, CAIA on April 1, 2020 View
Coronavirus Q&A: What Many Are Asking About the State of our Economy and the Global Markets Written by Melanie L. Nichols, CFA, CFP® and Joshua G. Miller, CPA, CFA, CIPM on March 11, 2020 View
Is it Time to Refinance Your Mortgage? How to Take Advantage of Current Equity Market and Interest Rate Volatility Written by Heath R. Echols, MS, CFP® on March 6, 2020 View
Tip for Investors: Three Tried-and-True Actions That Can Set You Up for Success in the New Year Written by Evan B. Crouse on January 3, 2020 View
Can We Expect More Fireworks from the Markets in 2020? Written by John B. Cox, CFA, CAIA on January 3, 2020 View
Developing Your Child’s Financial Skills Pays Dividends for Life Written by Melanie Nichols, CFA, CFP® on January 2, 2020 View
Three Ways to be Philanthropic this Holiday Season Written by MaryPat Peeples on November 18, 2019 View
