Risks of Private Equity Ownership of RIAs

Posted by Jeff Thomas on October 31, 2019

Shirl Penney, CEO of Dynasty Financial Partners, created a flap in the wealth management industry last week when he warned advisors joining private equity (PE)-backed Registered Investment...

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Thoughts on Becoming a Grandparent

Posted by Jeff Thomas on October 29, 2019

A week ago, my first grandchild, Cameron, was born.  His mother, my daughter Ally, went to the hospital just as Jose Altuve hit a walk-off homer to send the Astros to the World Series!

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10 Times More Likely to Stay Together Forever

Posted by Conner Combs on October 16, 2019

I’m about to get married and I’m writing about divorce. One of the biggest reasons for divorce is money. This is true for couples across the board: blue collar, white collar, or no collar. It’s...

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THRIVE: Empowering Women Around Finances

Posted by Sarah Bradley on October 15, 2019

What a weekend! It was a joy to gather with women from across the city (and state!) for our first THRIVE event. We discussed the foundations of wealth and the impact that cultivating gratitude can...

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Third Quarter Market Commentary

Posted by Ethan Pollard on October 4, 2019

Despite a quarter filled with nervy headlines ranging from recession risks, political turmoil and global uncertainty, domestic equity markets managed to produce modest gains. The Russell 3000...

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What Do You Mean by "The Chick-fil-A of Wealth Management"?

Posted by Jeff Thomas on October 1, 2019

When we describe our company to financial industry folks, we often use the shorthand description that we are building “the Chick-fil-A of wealth management”.  But, what does that mean exactly?



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Millennials Don't Trust Advisors and I Don't Blame Them.

Posted by Conner Combs on October 1, 2019

I’m a millennial financial advisor who is skeptical of financial advisors. We grew up when Lehman Brothers was going down. Bear Stearns collapsed and took our trust with it. Our skepticism of the...

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