How a Financial Advisor Can Help Lower Your Tax Bill
How a Financial Advisor Can Help Lower Your Tax Bill Careful tax planning throughout the year can put more money in your pocket Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a ...
5 Home Insurance Gaps to Watch Out For in Chattanooga
1. High-value Personal PropertyMany items we have in our homes are particularly valuable and may be subject to coverage limits under our unendorsed homeowner’s policies. Several such coverage limits include:a. $200 on money, banknotes, ...
High Hopes: Q3 2023 Market Commentary
The Cambridge Dictionary describes the term “cat on a hot tin roof” as someone who is in a state of extreme nervous worry. We think that term accurately describes investors as we round third base in the 2023 investing year. Since our last ...