Insights
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Corporate Transparency Act – Reporting Requirements
The Corporate Transparency Act (CTA) became effective on January 1, 2024. The purpose of the legislation is to combat money laundering, terrorism financing, tax fraud,…
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5 Home Insurance Gaps to Watch Out For in Chattanooga
1. High-value Personal Property Many items we have in our homes are particularly valuable and may be subject to coverage limits under our unendorsed homeowner’s…
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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…
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How Diversifying Your Portfolio Can Mitigate Risk
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market…
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Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of…
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5 Tips for Reviewing an Early Retirement Offer
You’ve spent years planning and saving for your retirement. And then, out of the blue, your employer hands you an early retirement offer that could…
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4 Risks That Can Impact Your Retirement
Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the…
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What Is Inflation—And Why Is Everyone Talking About It?
Climbing commodity prices, ambitious government spending packages due to the COVID-19 pandemic and the subsequent economic crash have resurrected a long-dormant fear: runaway inflation. But…
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A Beginner’s Guide to Alternative Investments
Alternatives are investment options beyond the typical stocks, bonds and cash found in most portfolios. They can be tangible assets like precious metals, or they…
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