Investing & Market Commentaries Economic Commentary – Inflation Is Not Finished Hope springs eternal, as they say, and many in the media are pushing the narrative…First FinancialFebruary 21, 2023
Investing & Market Commentaries Working With a Wealth Management Advisor Wealth management can be summarized as the problem of more. Affluent individuals have more assets…Greg WelbornJanuary 26, 2023
Investing & Market Commentaries Investing During a Market Downturn Burton Malkiel is a widely respected economist who was trained at Harvard and Princeton University,…First FinancialOctober 6, 2022
Investing & Market Commentaries Economic Commentary | The Inflation Battle Continues The inflation news is confusing, and we want to take this opportunity to help clarify…First FinancialSeptember 15, 2022
Investing & Market Commentaries Economic Commentary – Inflation, Recession & The Fed The Fed's move this week (6/13/22 - 6/15/22) to increase the Fed Funds rate by…First FinancialJune 17, 2022
Investing & Market Commentaries Economic Commentary – Recession Worries We start with the acknowledgement that multiple commentators are predicting a recession, and multiple sources…First FinancialMay 13, 2022
Estate PlanningFinancial PlanningInvesting & Market CommentariesTax Planning Wealth Preservation Strategies: 6 Steps to Secure Your Finances Developing wealth preservation strategies has always been an essential part of retirement planning. However, today…Greg WelbornMarch 30, 2022
Investing & Market Commentaries Economic Commentary | Russia And Ukraine In Perspective Russia and Ukraine in Perspective We all awakened this morning, February 22nd, 2022, to what…First FinancialFebruary 22, 2022
Investing & Market Commentaries Economic Commentary – Trends and Transitions This economic commentary comes at a year-end and, therefore, the beginning of a new year.…First FinancialDecember 23, 2021
Investing & Market Commentaries Economic Commentary – The Stock Market Paradox A paradox is a “situation, person or thing that combines contradictory features.” That is a…First FinancialSeptember 30, 2021
Investing & Market Commentaries Economic Commentary – The Economy & Inflation We hear two major themes in the questions being asked by clients these days: is…First FinancialJuly 19, 2021
Preparing For RetirementInvesting & Market Commentaries How Long Will $500,000 Last in Retirement? How long will $500,000 last in retirement is a great question to be asking as…Scott SommersMay 7, 2021
Investing & Market CommentariesPreparing For Retirement Pension vs 401k | What You Need To Know Pension vs 401k Pensions and 401ks are two retirement plans that often get confused with…Greg WelbornApril 12, 2021
Investing & Market Commentaries Economic Commentary – The Economic Horizon Underlying Strength The economy is strong, certainly stronger than anyone would have predicted from the…First FinancialApril 1, 2021
Preparing For RetirementFinancial PlanningInvesting & Market Commentaries Saving For Retirement At 50 Saving for retirement is one of the most important baseline financial steps you must take…Scott SommersFebruary 3, 2021
Investing & Market CommentariesFamilies & ProfessionalsPreparing For Retirement Best Dividend Stocks For Retirement Best Dividend Stocks For Retirement When creating a retirement investment plan, look no further than…Greg WelbornFebruary 1, 2021
Investing & Market Commentaries Economic Commentary During Crazy Times Crazy is probably the best word to use in describing 2020 and the first couple…First FinancialJanuary 14, 2021
Investing & Market Commentaries Building an Investment Portfolio from Scratch Building an investment portfolio from scratch usually means you have little or no, experience. Perhaps…Greg WelbornDecember 21, 2020
Investing & Market Commentaries Thanksgiving Commentary – Gratitude In Difficult Times These are difficult times. Nobody surveying the scene in January and February of this year…Greg WelbornNovember 25, 2020
Retirement & FreedomInsurance & AnnuitiesInvesting & Market Commentaries The True “Crash Proof” Retirement "Crash Proof" Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is…Scott SommersNovember 24, 2020
Investing & Market CommentariesPreparing For RetirementRetirement & Freedom What Happens to a 401k After You Quit Your Job? You may be asking yourself, “what happens to my 401k if I quit my job?”…Greg WelbornNovember 2, 2020
Investing & Market Commentaries Economic Commentary – Where Are We Going Any economic forecasts of where we are going must be prefaced by acknowledging where we…First FinancialSeptember 29, 2020
Investing & Market Commentaries Economic Commentary – A Good Future We have been here before; America was ripped by social unrest in the 1960s and…Greg WelbornJuly 24, 2020
Investing & Market CommentariesBench TalkFamilies & ProfessionalsRetirement & Freedom Covid-19 Market Update Covid-19 Perspective and Encouragement We wanted to take some time and review some important market…Greg WelbornMarch 18, 2020
Investing & Market Commentaries CoronaVirus Policy Responses Economic Commentary | CoronaVirus Policy Responses The President’s address this evening unveiled a suite of…Greg WelbornMarch 12, 2020
Investing & Market Commentaries Economic Commentary – Coronavirus Truths Coronavirus Truths Concern over the Coronavirus continues to hit financial markets. The decreases in the…Greg WelbornMarch 9, 2020
Investing & Market Commentaries Economic Commentary – Coronavirus Facts and Fears Impact of the Coronavirus Concern over the Coronavirus hit financial markets driving both the Dow…Greg WelbornFebruary 25, 2020
Investing & Market CommentariesBench Talk Understanding Your 401(k) This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is…Danny BeckwithFebruary 11, 2020
Investing & Market CommentariesBench TalkFamilies & ProfessionalsPreparing For RetirementRetirement & Freedom Best Financial Investments in 2020 What were the best financial investments in 2019? This is the question that many people…Greg WelbornJanuary 24, 2020
Investing & Market Commentaries Looking At The Year Ahead Economic Commentary | Looking at The Year Ahead The S&P 500 posted a 30% return…Greg WelbornJanuary 13, 2020