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 Reddit Rage
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By Rebecca Cherman
In Uncategorized
Posted February 1, 2021

Reddit Rage

January 31, 2021  Gary Dean  CEO, TrustCore  US equity markets have had a fascinating January. Underneath a pedestrian 1% decline in the S&P 500 was enormous individual stock volatility and [...]

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0
By Rebecca Cherman
In Uncategorized
Posted May 20, 2020

Decision-making in times of change

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 [...]

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 Beyond the IRA
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By Rebecca Cherman
In Uncategorized
Posted September 6, 2019

Beyond the IRA

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 [...]

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 How to mess up your retirement
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By Josh Hurt
In Uncategorized
Posted August 26, 2019

How to mess up your retirement

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 [...]

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 How to maintain charitable giving with maximum impact, minimum tax
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By Josh Hurt
In Uncategorized
Posted August 26, 2019

How to maintain charitable giving with maximum impact, minimum tax

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 [...]

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 Estate planning in Tennessee: Could you benefit from a community property trust?
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By Josh Hurt
In Uncategorized
Posted August 26, 2019

Estate planning in Tennessee: Could you benefit from a community property trust?

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 [...]

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 It is business and it is personal – Why financial planning for business owners is necessary
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By Josh Hurt
In Uncategorized
Posted August 26, 2019

It is business and it is personal – Why financial planning for business owners is necessary

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 [...]

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 Is real estate right for your investment portfolio?
1
By Randy Lee
In Uncategorized
Posted August 26, 2019

Is real estate right for your investment portfolio?

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 [...]

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Planning and advisory services offered through TrustCore Financial Services, LLC. |
TrustCore Financial Services, LLC and TrustCore Insurance Agency, LLC, are wholly owned subsidiaries of TrustCore, LLC. This is not an offer, or solicitation of an offer, to buy or sell any security investment or other product.