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Wealth Management & Investments

Your Retirement Checklist

Let me start by saying: there is NO universally accepted amount of money on which to retire.  You can retire on as much or as little as you wish, as long as you are comfortable with…

Some Last Minute Advice Before the End of 2017

Over the past week, even on Christmas Day, I have been inundated with emails detailing things people should do before the end of the year in light of the recent tax legislation. Many of the so-called…

Alabama’s economy hard to gauge

I get a fair number of requests to address groups whenever the economy seems shaky or the markets fall apart. I am ordinarily happy to do this, and have turned down only a fistful of invites…