Insights

  • Take a Retirement Test Drive

    Take a Retirement Test Drive

    When we think about retirement, we often focus on financial readiness. But an equally important aspect is how you’ll spend your time. Without the structure…

  • Who Was Your First Financial Advisor? 

    Who Was Your First Financial Advisor? 

    When we think of financial advisors, we often think of people in suits with charts and financial plans. But our first “financial advisor” is usually…

  • Should I Pay Off My Mortgage? 

    Should I Pay Off My Mortgage? 

    Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings and have afforded…

  • Why Do We Worry About Money?

    Why Do We Worry About Money?

    It may be surprising to hear, but even those who’ve accumulated substantial wealth may still worry about money. While financial success often brings comfort, it…

  • Why Financial Teams?

    Why Financial Teams?

    When it comes to financial advice, the benefits of working with a team rather than an individual advisor become increasingly clear as your financial needs…

  • Investing 101: Compound Interest

    Investing 101: Compound Interest

    Compound interest might sound complex, but it’s actually based on a very simple principle: earning interest on your interest. Here’s a clear and simplified way…

  • The Value of Financial Advice

    The Value of Financial Advice

    There’s growing evidence of the value that financial advisors bring to the table, beyond investment management. This concept, often referred to as “Advisor Alpha,” has…

  • Patton, Albertson & Miller’s 2024 Team Day

    Patton, Albertson & Miller’s 2024 Team Day

    Patton, Albertson & Miller held its annual “Team Day” retreat on Good Friday at The Read House Hotel in downtown Chattanooga. The program and was…

  • How a Financial Advisor Can Help Lower Your Tax Bill

    How a Financial Advisor Can Help Lower Your Tax Bill

    Tax planning is a vital part of any wealth management strategy, but reducing your tax burden isn’t always a straightforward process, especially for individuals with…

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