blog, Investment Planning, News

How the Banking Failures Unfolded

Note: This market review was published on March 24th, 2023 and may not be reflective of current market or investing issues.

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 if these problems would

Posted on March 27, 2023 0
blog, News

As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them. ~John F. Kennedy

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 grateful for you and our team.

The year 2022 was a challenging one for Longview and many of our clients. I’m not talking about how

Posted on March 13, 2023 0
blog, Charitable Planning, Education Planning, Estate Planning, Investment Planning, News, Philanthropic Planning, Retirement Planning, Tax Planning

SECURE Act 2.0: An Overview

“Change is the only constant in life.” This phrase – attributed to Greek philosopher Heraclitus – is particularly relevant when it comes the recent changes to retirement savings in the United States. The Federal Government funding bill (which is over 4,000 pages long!) includes provisions from the prior proposed Setting Every Community Up for Retirement Enchantment (SECURE) Act 2.0 that will significantly change the way Americans save from retirement.

With that, let’s review some of those changes – specifically the

Posted on January 3, 2023 0
blog, Investment Planning, News

Fear Factor

Note: This published on December 30th, 2022 and may not be reflective of current market or investing issues.

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 starting off on a strong, positive

Posted on December 30, 2022 0
blog, News

You’re Invited to Longview’s Ribbon Cutting & Open House

Drop in on Thursday, June 9th from 4-6pm for our ribbon cutting and open house. We’d love to show you our new place! Details are below:

Posted on May 27, 2022 0
blog, Investment Planning, News

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 days. I thought it would be appropriate to look at some facts and practical advice on how to make wise decisions in

Posted on May 24, 2022 0
blog, News, Non-Profit Spotlight

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, a third, more effective and appropriate option is coming to the Rocket City.  

WellStone, Inc., a 501(c)3 nonprofit organization, is

Posted on January 28, 2022 0
blog, News

Meet Nicole Gardner, Longview’s Newest Team Member

We would like to take the opportunity to introduce you to our newest team member, Nicole Gardner. Nicole joined Longview in October.

As many of you are aware, Debbie is retiring at the end of the year. Debbie has played an integral role in the success of Longview since 2008. Over her time at Longview, she has worn multiple hats, serving as an administrative assistant, client service associate, office manager, and now, trainer to Nicole. We are so

Posted on November 23, 2021 0

© Longview Financial Advisors, Inc.
DisclosuresCRS Form | Privacy Policy

Site development by Red Sage Communications, Inc.