Throughout this series, we’ve explored why annuities are often misunderstood, examined what happens under the hood, and discussed the different types of annuities available today. The goal has never been to label annuities as good or bad. Like any financial tool, their usefulness depends on the situation and how the insurance product is being used....

“We’re a hospitality company that happens to do wealth management.” That simple statement has completely changed the way I think about our profession. In April, some of our team attended the Unreasonable Hospitality Summit in Nashville to hear Will Guidara (pictured above) speak. For those who may not be familiar with him, Will is the...

I’ve met a lot of business owners over the years who, on paper, are doing incredibly well. Revenue is growing. The business is busy. Employees are getting paid. Clients are happy. From the outside looking in, it appears they’ve made it. Behind the scenes, the story is often very different. Despite earning a great income,...

There is a little-known connection between the Star Spangled Banner and Maryville, Tennessee. Everyone knows that Francis Scott Key authored the poem, “Defence of Fort M’Henry” as he watched the bombardment of Baltimore from a British navy ship on September 13th and 14th in 1814. Few folks remember that Key was a successful attorney who...