Travel isn’t just about where you go—it’s about how you show up. Whether it’s a weekend road trip or a passport stamp, the most important thing you can pack is an open mind.

Welcome to the team, Mackenzi!

Wealth isn’t just about money—it also includes how we spend our time, care for our health, nurture our minds, and build relationships. Shifting our focus beyond finances helps us live with greater purpose and balance.

Welcome back to the team, Maddie!

Welcome our Summer 2025 Interns, Reid and Eliza!

True support often looks less like offering solutions and more like simply showing up—with presence, empathy, and quiet encouragement. In times of hardship, a thoughtful gesture or a few kind words can mean far more than even the best advice.

The powerful mindset behind “Die with Zero,” emphasizes the importance of aligning your financial resources with what truly matters—whether that's family experiences, charitable giving, or personal goals. It unpacks how fear often holds people back from purposeful planning and highlights practical, tax-smart ways to give generously and meaningfully.

When things start to look easy, the market tends to come for some of your gains and seek revenge. John Wick knows a thing or two about that.

Moving highlights how little we truly need. After packing up 90% of our belongings, life remained unchanged, revealing the excess we often hold onto.

The future is hard to predict, and even experts like the Fed often miss major trends, so it's important to approach predictions with caution. Successful investing is about managing long-term volatility, as taking on market risk over time increases the likelihood of a positive outcome.

Whether you’re running miles or growing wealth, the formula is the same: steady, deliberate effort pays off in ways that can’t always be predicted in the short term—but make all the difference in the long run.

East Tennessee is home to a vibrant community of local charities that play a vital role in supporting those in need. Whether through volunteering, making cash donations, or utilizing tax-efficient giving strategies, there are many ways to contribute and help strengthen these organizations.

Investing and speculating are often used interchangeably, but they represent fundamentally different approaches. Investing focuses on owning solid, durable businesses and benefiting from their long-term growth, while speculating revolves around predicting market movements or stock prices in the short term.

This New Year, consider making mindful time management your resolution. It's not just about getting more done—it's about being present in each moment. Prioritize what truly matters, set intentional goals, and create space for rest and reflection. By managing your time with mindfulness, you'll feel more balanced, focused, and ready to embrace the year ahead.

In The Wisdom of the Bullfrog, Admiral William H. McRaven shares leadership lessons from his military career, using the bullfrog as a symbol of resilience and wise decision-making. He emphasizes the importance of humility, integrity, and purpose in leadership, offering practical insights for overcoming challenges.

Predicting a recession is impossible, but managing your reaction isn't. Know what you own, why you own it, and ensure your portfolio is diversified and liquid to weather any storm.

This holiday season, try a refreshing take on gift-giving that focuses on simplicity and shared experiences. The ideas Melissa shares not only offer meaningful gifts but also create lasting memories and bring back the true spirit of the holidays.

The holidays are here, and it's the perfect time to get smart about your spending. In this post, we’re sharing practical tips for setting a holiday budget that helps you stay on track without sacrificing the fun of gift-giving.

The economic system in the United States is the most durable and prosperous of any available today. Money flows into our country from around the world to be rooted in that capitalistic system. The “king of the land” is the US economy itself, and no elected official at any level will have the power or ability to dethrone that fact.

Gratitude can significantly enhance our overall well-being by fostering a positive mindset and improving emotional resilience. When we regularly acknowledge and appreciate the good in our lives, it shifts our focus away from stressors and negativity, promoting feelings of contentment and joy.

Having a solid financial plan allows you to align your goals with your resources, ensuring that you can support your loved ones, invest in your passions, and create lasting impact. Whether it's saving for your children's education, planning for retirement, or leaving a charitable gift, a comprehensive plan can help you navigate life’s uncertainties with confidence.

Hunting requires meticulous planning, whether it's maintaining your gear, evaluating the land you will be hunting, or practicing shooting your bow. Just as a successful hunter studies their environment, understanding the role that your finances play in the life you want to live can provide peace of mind. Whether you're a seasoned investor or a weekend hunter, there's valuable wisdom to be found in the intersection of these pursuits.

You may have seen the trend on social media about "Sweet Treats". Checked something off your to-do list? Sweet treat. Hit a goal? Sweet Treat. Went a whole day without a Sweet Treat? Sweet Treat! In the latest blog post, Claire talks about filling up on proper financial nutrients (first!), while still saving room for your favorite Sweet Treat.

Seeing Nadal and Djokovic battle it out on the Olympic stage was unforgettable - and it led to a powerful lesson: avoiding unforced errors is key to success in tennis...and in investing. Dive into Trevor's latest blog to learn how to sidestep common financial pitfalls and keep your portfolio on track!

Election seasons often prompt uncertainty in the markets, leaving many investors wondering how political changes might affect their portfolios.

In the ever-changing world of fashion, the debate between trendy and timeless style rages on. While some view the concept of timelessness as paradoxical in an industry driven by constant innovation, others embrace it as a guiding principle.

A recent breach has potentially exposed billions of personal records, including Social Security numbers and more. National Public Data’s compromised database, now for sale on the dark web, raises serious concerns about identity theft and privacy.

These last few days, the markets experienced a quite dramatic shift as investors contended with rapid developments in economic data and geopolitical happenings. Early trading was a mix of optimism and uncertainty – which reflected the seemingly always ongoing debate regarding interest rates and inflationary pressures.

As summer comes to an end, we want to thank our talented summer interns.