Jessica Hovis Smith, Chartered Advisor in Philanthropy (CAP), shares some tips about using Qualified Charitable Distributions (QCDs) and donating appreciated assets in place of cash for your charitable donations.
A fiduciary standard, when applied to a financial advisor, says the advisor has a legal duty to act in good faith and trust, placing your best interest above that of the advisor or their firm. The advisor is ethically and legally bound to act in this manner.
At Longview, we aren’t just fiduciary by law; we’re fiduciary by choice. All of our advisors sign a fiduciary oath to put your interest before our own.
Recently, several of our team members
Our January letter to clients is always a look back at the previous year. We share the many fantastic things that our team and our clients have done. We take time to celebrate the wins of the previous twelve months and use it as momentum toward the next twelve. We cannot think of another year in the history of our firm where this process has been any more important. 2020 was trying. It challenged us all as individuals, families, employers,
Longview Financial Advisors, Inc., a financial planning and wealth management firm, is pleased to announce the appointment of Jessica Hovis Smith as the firm’s next President. Jessica takes over the President’s role from Jeff Cedarholm. Jeff will remain active on the investment team and will serve as the firm’s Chief Investment Officer.
“When
Longview Financial Advisors is pleased to announce that Jeff Jones has been named as the National Association of Personal Financial Advisors (NAPFA) Treasurer. Jeff was named to the National Board in 2019 and will now serve as the organization’s Treasurer for the upcoming year.
NAPFA is the country’s leading professional organization of Fee-Only financial advisors – highly trained professionals who are committed to working in the best interest of those they serve in a fiduciary manner. NAPFA has developed
Longview Financial Advisors is pleased to announce that Andrew Gipner has been named to the Board of Directors of Leadership Greater Huntsville. Andrew has been an active volunteer within the organization for the past five years and recently served as the Program Chair for Connect Class 22.
With their mission being to identify, educate, inspire, and connect leaders to build a better community, Leadership Huntsville provides access to community leaders and organizations while discussing topics as they relate to the
We are happy to announce the birth of William Shea Gipner (better known as Liam) to Andrew and Kristin Gipner. Liam was born on Wednesday, July 15th, weighing 7 pounds 3 ounces and measuring 18.5 inches long. Mom, Dad, and big sister Emmie are so happy that he is here! Congratulations, Andrew and Kristin!
Note: This market review was published on April 9th, 2020 and may not be reflective of current market or investing issues.
Wars can be very inconvenient and last a long time. Around our office, we feel we are fighting wars on two fronts; one a health care war and the other, an economic war.
Health Care War – Obviously, this is not our area of expertise, so when life is threatened, one should at least find an expert. Dr. Scott
