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...
Current Events
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 Thanks
A Message of Thankfulness from Paul Fain My college freshman son came home for the holiday weekend. As he packed his car to return to campus, I offered him some gas money. “No thanks, I’ll manage,” he responded. I shoved the twenty dollar bill back into my wallet in...
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...
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...
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...
2017 P. Kemp Fain Jr. Award Winner Announced
Dr. Dave Yeske is Awarded the P. Kemp Fain Jr. Award, the Profession's Lifetime Achievement Award NASHVILLE, Tenn., October 3, 2017 - The Financial Planning Association (FPA®) awarded the profession's lifetime achievement award, the P. Kemp Fain Jr. award, to Dr. Dave...
Sunday Money: Holiday Spending
It’s Christmas time. Yes, we said Christmas – it is time to get your finances ready for holiday spending! YOU REALLY CAN’T START EARLY ENOUGH WITH HOLIDAY PLANNING. 1. Being prepared = less stress. 2. Lack of planning = busted budgets. WHAT ARE THE BEST WAYS TO...
Knoxville News Sentinel: Who is in Your Life Gallery?
Years ago, I heard the late Tom Gunnels, a career insurance agent and author of the book "Keep Your Lights On," speak about the people in his life "gallery." Gunnels was referring to his parents, and to teachers, supervisors and friends, living or deceased, who had a...