One of the greatest gifts you can give your children or grandchildren – all year long -- is Financial Literacy, a basic understanding of money management. Certified Financial Planner Paul Fain explains some age appropriate ideas for you to share with your children in...
Blog
WBIR: 2018 Tax Reform
As Congress grapples with the most sweeping tax overhaul effort in decades, investors have many questions: How will this affect me? What should I do now? Well, we’ve got answers. WHAT SHOULD INVESTORS DO TO PREPARE FOR THE NEW TAX RULES? In general, investors should...
WBIR: Setting Goals
The saying goes, “A goal not written down is merely a wish!” As you begin to ponder your goals for 2018, what are your plans for financial success? THE NEW YEAR WILL BE HERE BEFORE WE KNOW IT, WHAT ARE SOME DO’S AND DON’T FOR SETTING MONEY GOALS? Let’s start with the...
Giving Tuesday!
Today is Giving Tuesday!! As we continue to have gratitude and give thanks, we also recognize the important work of giving back to our local and world community. As part of Giving Tuesday, we want to share the following resources that may help you determine where to...
Monday Money: Holiday Bonus
Holiday Bonuses The holidays often bring lots of cheer, festivities—and those much anticipated year-end bonuses. What is the best way to spend your holiday bonus? HOW GENEROUS ARE BUSINESSES TO THEIR EMPLOYEES OVER THE HOLIDAYS? Accounting Principles surveyed 500...
WBIR: Mutual Funds and Star Ratings
How do you select a mutual fund to invest in? Well, for one thing, a recent article in the Wall Street Journal challenged the notion of relying on “star ratings” to make your picks. WHAT IS THIS HULLABALU ABOUT THE STAR RATINGS ON MUTUAL FUNDS? Morningstar research...
WBIR: Smart Spending for Millennials
For Millennials, it is more important than ever to learn prudent purchasing and money-saving behaviors for their hard-earned cash. Here are six tips: LET’S START WITH SOME ADVICE FOR MILLENNIALS WITH CREDIT CARDS. 1. Be strategic with your credit card interest rates....
Financial Scam Alerts
Financial Scam Alerts As part of our ongoing efforts to protect your personal financial information, we want to share the following two alerts on some recently reported scams. As a reminder, never provide financial or other confidential information to an unsolicited...
Year-End Tax Planning 2017
Regardless of the tax law proposals swirling around Washington, October through December is an excellent time to consider year-end tax planning moves to save taxes for 2017. What are some tax strategies to keep our investment house in order? Don’t buy the dividend: Be...
WBIR: Warren Buffett invests in Pilot Flying J
As seen on WBIR, Knoxville’s NBC affiliate station. Warren Buffett has a history of buying companies you’d never expect would capture his interest. His holding company, Berkshire Hathaway, has agreed to purchase a majority stake in Pilot Travel Centers over a six-year...