By Cliff Taylor & Erik Milam, Partners William Bridges wrote “Because transition is a process by which people unplug from an old world and plug into a new world, we can say that transition [...]
By Mikael Jacobs, Partner Who loves paying taxes? Comments we regularly hear in our office go something like, “I hear Trump doesn’t pay…well, I don’t actually know what he pays…but I’m guessing [...]
By Bob Sinclair, Tyler Sinclair, and Matt Bader The word retirement can mean a lot of things to a lot of people. For some, it conjures up images of long-awaited world travel. For others, it’s [...]
By Jefferson Adcock, Partner At TrustCore, we consistently see charitable giving as a key priority in our clients’ financial goals. As advisors, we work to maximize the dollars our clients can [...]
By Cliff Taylor, Partner In our 35 years of practice as financial planners and investment advisors, we have observed a few universal truths. Consistently topping that list is the fact that [...]
By Erik C. Milam, Partner My dad had a classic line, “Son, the only two certainties in life are death and taxes.” I would add a third: change. Anything that is alive changes. This is certainly [...]
By Randy Lee, Partner “There’s only so much land and God isn’t making any more of it.” “It can never go to zero.” “I like an investment that I can see and touch.” “I don’t trust the stock [...]