Current Events Financial Planning FAQ Round Up with Dan by Dan Tolomay, CFA Over the last few months, the financial sector has experienced prosperity, decline and only one thing has been constant — ... Read more...
Financial Planning Investing Weather Ahead by William Smith, CFP® Flying blind Inside a dense layer of clouds, I couldn’t see anything outside the plane. The pilot tried to prepare ... Read more...
Current Events Financial Planning How We Help: Putting our Family Office Services Model to Work for You by Jay D. Eich, CFP®, CPA The original vision of our founders was to make a positive impact in the lives of our clients and their ... Read more...
Current Events Financial Planning Weathering the Storm: Opportunities in Adversity by Trust Company of the South A philosophy can be defined as “an attitude held by an individual or organization that defines its behavior.” This, in ... Read more...
Miscellaneous The Power of Narrative by A. Chase Reid, CFA, CFP® Do you recognize the following story? An aging patriarch runs a family business. He has three sons and for health ... Read more...
Investing Coronavirus: Views on Volatility through a Historic Lens by Dan Tolomay, CFA Inboxes have been especially full lately. The contents are not e-mails from worried clients but from other members of the ... Read more...
Miscellaneous Our Core Values by Matthew Hornaday, CPA In our 27th year of operation as an independently owned North Carolina trust company, we remain dedicated to providing exemplary ... Read more...
Retirement Planning Financial Planning The Best Assets to Donate to Charitable Organizations by Kara Kessinger, CPA/PFS®, MTAX When donating to a charity, you may ask yourself: should I give cash, appreciated securities or make a Qualified Charitable ... Read more...
Regulatory Updates Retirement Planning How Will the SECURE Act Impact Your Retirement Planning? by Westray Veasey, J.D. The Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”), enacted on December 20, 2019, is landmark legislation ... Read more...
Investing Late November Reflections by Dan Tolomay, CFA As the fourth Thursday of November draws near, it’s time to stop and reflect on the important things – like ... Read more...
Estate Planning How Your Advisor Can Enhance Your Estate Plan by Westray B. Veasey, J.D. Developing an estate plan – one that actually operates like you intend – is a daunting task, and it does ... Read more...
Financial Planning The Importance of Women Joining the Wealth Conversation by Lindsey Stetson, CFP® More than 80% of women will be a primary financial decision maker for themselves or for someone else at some ... Read more...
