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| By Matthew Snider

Investing Pitfalls 

People ask me all the time what I do for a living. So when I say, “I’m in investment management, financial planning, tax planning and estate planning,” it either makes people worried that I’m going to try to sell them something or it puts them to sleep. It doesn’t always do justice to what we think is the core of what we do. We sum it up by saying we get paid to worry so that you don’t have to.

| By Jayme Meredith

Why We Get Paid to Worry

People ask me all the time what I do for a living. So when I say, “I’m in investment management, financial planning, tax planning and estate planning,” it either makes people worried that I’m going to try to sell them something or it puts them to sleep. It doesn’t always do justice to what we think is the core of what we do. We sum it up by saying we get paid to worry so that you don’t have to.

| By Jayme Meredith

Is the American Dream Still Alive?

The American Dream probably isn’t the same for everybody. I get that. However, I have clients who have loving families, their health, freedom and prosperity,…

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| By Jayme Meredith

My Best Planning Advice

My best planning advice is: to plan. There are so many people that we meet with, and so many advisors, who only focus on investments…

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| By Jayme Meredith

How to be a Smart Giver

We all give because we want to do good things in this world. But there are opportunities to do good things and receive tax benefits…

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| By Jayme Meredith

I’ve Never Heard That Before

I’ve probably heard this said more times than I can even remember. I’ve also heard this one: “No one has ever asked me that before.”…

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| By Richard M. Birch III

Inflation Shouldn’t Be Scary

There is no doubt inflation is high. Currently, we are at a 5.4% year-over-year inflation rate, which is all the more jarring since we have…

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Don't underestimate China
| By Matthew Snider

Don’t Underestimate China

Evergrande Group recently made headlines as a key contributor to some short-term downward pressure on U.S. markets. The Chinese company is the country’s second largest…

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