Stop Waiting for the Market Crash
There is a phrase making the rounds again in boardrooms, at dinner tables, and in the kind of quiet conversations that happen between successful people who have worked hard for what they’ve built. You’ve probably said it yourself, or at least thought it: the market feels too hot. Something has to...
What's my number? Why financial freedom might be closer than you think
This article was originally published in the Nashville Business Journal on June 1, 2026.
Most people have a number in their head. It's the figure they've quietly decided they need before they can stop worrying, start living on their own terms, or finally feel like they've made it. For many high...
Why your wealth, tax and investment team should all be in the same room
This article was originally published in the Nashville Business Journal on May 1, 2026.
Think of your financial life as a three-legged stool. Investment management, tax planning, and financial planning are each a leg, and the stool only stands when all three are sturdy and working together. For too...
The Spending Challenge in Retirement
Saving for retirement gets a lot of attention. But once you’ve done the hard work of accumulating wealth, an equally important question emerges: how do you actually spend it?
Q4 2025 Economic & Market Review [Webinar Recording]
Presenters: Andy Pratt, CFA, CAIA and Adam Newman, CFA, CFP®