Skip to main content
Client Login
Client Login
Our Story
Culture
Meet Your Team
Value proposition
Commitment to our communities
Services
Who We Serve
Financial Planning & Wealth Management
Philanthropic Consulting
Work With Us
Resources
Insights
Macro Minute
Market Commentary
Firm News
Let's Connect
Insights
Discover a Fulfilling Retirement and Embrace Your New Chapter
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 might even impact your longevity. A 2001 study by the Social Security Administration Division of Economic Research highlights a potential link between early retirement and higher mortality rates, emphasizing the […]
Read more
I’ll Huff and I’ll Puff and I’ll Blow Your House Down
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 about the wolf. But not all of the little pigs took the warning to heart, and […]
Read more
How the Banking Failures Unfolded
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 to rising interest rates. There are larger problems than rate exposure at the banks, however it is unclear […]
Read more
Gratitude
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, we have a “gratefulness session” and share at least one thing for which we are grateful. Today I am […]
Read more
Fear Factor
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*, among other ridiculous stunts, in an attempt to win money. I’m referring to good, old-fashioned fear, apprehension, alarm, and distress. I know, this post is […]
Read more
Market Commentary
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 around him is losing his mind.” ~ Napoleon The news around the economy and markets is getting pretty loud these […]
Read more
Guest Post: WellStone Emergency Services Director of Development, Karen Petersen, CFRE
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 emergencies involving mental health? For years, there were only two choices in Madison County: The ER or jail. Fortunately, […]
Read more
Quarterly Market Commentary
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 500 only ended up gaining 0.11%1. Markets started the quarter strong, before giving back almost all of their gains during the […]
Read more
Longview presents Dr. Marc Milstein – Keeping Your Brain Young: Slow Aging, Boost Productivity and Lower Risk for Alzheimer’s and Dementia
Read more
Guest Post: Community of Hope Executive Director, Mandy Kilgore
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 step. We began searching for solutions, and through that we stumbled across another organization, Community First! Village in Austin, Texas. We have plans […]
Read more
Previous
Next
Send to Email Address
Your Name
Your Email Address
Close