by Melinda Tyrrell | Dec 3, 2025 | Risk Management, Technology
When gathering the family together over this festive holiday season, this is a great opportunity to implement a simple security measure that can help safeguard your loved ones and the resources you have all worked so hard for. With the increased sophistication of AI,...
by Melinda Tyrrell | Mar 13, 2024 | Estate, Financial Planning, Insurance, Investments, Retirement, Risk Management, Saving, Taxes, Young Families
Caring for others may come naturally to you. You may have cared for your children as they’ve grown up, or helped your parents as they’ve gotten older. We spend countless portions of our lives investing in those we love. But when it comes to hard conversations,...
by Taylor Stanfill | Aug 25, 2023 | Insurance, Risk Management
If you have any fine art or collectibles (furniture, jewelry, etc), it’s a good idea to get them appraised. This way, you can insure them at the correct value. These items often have a special place in our hearts. You may have saved your hard earned money to...
by Taylor Stanfill | Jun 16, 2023 | Financial Planning, Risk Management
A pressure relief valve on a water heater allows excess pressure to escape so the tank doesn’t explode!! This made me think of assessing financial risk. I was recently working with a client to analyze a large financial investment. There are many unknowns and...
by Thad Gilliam | Mar 18, 2023 | Investments, Risk Management, Saving, Uncategorized
Many of you have seen the headlines this week about Silicon Valley Bank’s collapse and that some other banks (namely First Republic and Credit Suisse) are in trouble. I thought it would be helpful to give you a brief overview of why SVB failed and if it has an...
by Thad Gilliam | Oct 14, 2022 | Investments, Retirement, Risk Management, Uncategorized
I often tell people that timing the market is akin to trying to catch a falling knife. You might get lucky and grab the falling knife on the handle. Or you might get unlucky – grab the knife on the blade and end up in the hospital. In a nutshell, we know that...
