by Taylor Stanfill | Feb 16, 2024 | Company Updates, Inspirational
We are excited and humbled to share that we were selected by investor.com as one of the Best Financial Advisor Firms Serving Everyday Americans! The investor.com Annual Awards were created to recognize the best financial advisor firms, credit cards, banking services,...
by Melinda Tyrrell | Jul 6, 2023 | Company Updates, Financial Planning, Investments, Technology
We live in a world full of change. Each day we are met with new opportunities that can help us grow. Sometimes even the simplest of changes can be uncomfortable. To demonstrate this, try crossing your arms over your chest. Easy enough, right? Now uncross...
by Thad Gilliam | Jan 10, 2022 | Company Updates
It’s that time of year again! You’ll be getting tax forms in the coming weeks and many folks want to get a jump on their tax return. Here is an overview of when to expect tax forms from TD Ameritrade: 1099R – This tax form reports money taken out of...
