Recent Blog Posts

Financial Planning

Financial planning is critical to managing and achieving your long-term financial goals. Here are some vital steps to help you put together a comprehensive financial planning strategy:

Tailored Advice

Tailored advice: Women want a financial advisor who will provide personalized advice and recommendations that take into account their specific goals and financial situations. This could include retirement planning, college saving, managing debt, or life changes. Let's take a look at our retirement planning solutions.

Maximizing Deductions

Maximizing deductions on your taxes is a crucial strategy for reducing your taxable income and minimizing your tax burden. Here are some tips to help you maximize your deductions:

President's Day

President's Day was established as a federal holiday to honor George Washington, the first President of the United States, born on February 22nd. The holiday was originally called "Washington's Birthday" and was celebrated on February 22nd each year. Over time, the holiday has evolved to recognize all U.S. Presidents, past and present, and has been moved to the third Monday in February as part of the Uniform Monday Holiday Act of 1968. This act aimed to provide more three-day weekends for the nation's workers by moving the celebration of several federal holidays to Mondays. The holiday serves as a reminder of the critical role that Presidents play in shaping the course of the nation and serves to honor the contributions made by Presidents throughout history. It is a day to reflect on the significance of the presidency, the democratic process, and the ideals of freedom and equality at American society's heart. Whether you are a history buff, a patriotic American, or just looking for a day off, President's Day is a holiday worth celebrating. Call us today at 901-435-4250

What is a recession?

One popular definition of a recession is two consecutive quarters of economic contraction. Recessions are always caused by imbalances in the market, triggered by external or internal factors. 

Sec. Janet Yellen sees economic growth slowing and lower inflation on the horizon

United States Secretary of the Treasury Janet Yellen says, barring any unanticipated shocks to the global economy, inflation in the United States should continue to recede over the next year.

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