Category: blog

Discover a Fulfilling Retirement and Embrace Your New Chapter

Written by Jessica Smith on September 1, 2023. Posted in blog, News, Retirement Planning.

Thinking about retirement? The decision to retire encompasses more than just financial considerations; it profoundly influences your overall well-being. Surprisingly, the timing of your retirement...

I’ll Huff and I’ll Puff and I’ll Blow Your House Down

Written by Jeff Jones on August 25, 2023. Posted in blog, News, Retirement Planning.

We all know the story of the Three Little Pigs. Those three boys had mooched off of Mama Pig long enough, and she told them to hit the road. Like any good Mama, before their departure she warned them...

How the Banking Failures Unfolded

Written by Wes Johnson on March 27, 2023. Posted in blog, Investment Planning, News.

I am sure you, like me, have been watching the unfolding events in the banks over the last couple of weeks with a level of apprehension. At the heart of the issue is the banking system’s exposure...

Gratitude

Written by Jessica Smith on March 13, 2023. Posted in blog, News.

As I begin to prepare for our first company offsite of the year, I find myself grateful. Gratefulness is a personal core value, but it is also a value our team shares. In fact, every Monday,...

Fear Factor

Written by Jeff Jones on December 30, 2022. Posted in blog, Investment Planning, News.

When I say ‘fear factor,’ I’m not talking about that old American television game show from the early 2000s where contestants blindly stuck their hands in boxes of spiders *shiver*,...

Market Commentary

Written by Wes Johnson on May 24, 2022. Posted in blog, Investment Planning, News.

Note: This market review was published on May 24th, 2022 and may not be reflective of current market or investing issues. “A genius is the man who can do the average thing when everyone else...

Guest Post: WellStone Emergency Services Director of Development, Karen Petersen, CFRE

Written by Jeff Jones on January 28, 2022. Posted in blog, News, Non-Profit Spotlight.

It’s about time: “ER” for mental healthcare is finally coming to Madison County You go to the emergency department for a broken bone or heart attack. But where can you and your loved ones go for...

Quarterly Market Commentary

Written by Wes Johnson on November 2, 2021. Posted in blog, Investment Planning.

Note: This market review was published on November 2nd, 2021 and may not be reflective of current market or investing issues. The third quarter was an eventful one in the US, although the S&P...

Longview presents Dr. Marc Milstein – Keeping Your Brain Young: Slow Aging, Boost Productivity and Lower Risk for Alzheimer’s and Dementia

Written by Jeff Jones on October 19, 2021. Posted in blog, News, Retirement Planning.

Guest Post: Community of Hope Executive Director, Mandy Kilgore

Written by Jeff Jones on August 30, 2021. Posted in blog, Charitable Planning.

Huntsville Community of Hope Huntsville Community of Hope was born through frustrations of not being able to find long term housing solutions for our homeless friends that were ready for that big...