Jun 27, 2023
By James McIntosh, James McIntosh Coaching Here is a little-known fact about me. I am working on my second million. That’s right, my second million. My first million was a complete disaster. Hang on. Before I continue, what did you assume I meant with my question,...
Mar 24, 2023
By Lindsay Pickral, ThompsonMcMullan, P.C. As an estate planning and estate administration attorney, I often receive questions from clients who are concerned about the tax consequences of both passing assets to their intended heirs and inheriting assets at the death...
Jan 26, 2023
Before we get to the “elephant in the room,” let’s recap 2022. 2022 in Review 2022 was challenging on many fronts; the war in Ukraine, increased polarization between world leaders, and policymakers that appeared to be unsure of how to make the right decisions...
Nov 9, 2022
This has been a REALLY tough market to navigate as a portfolio manager. But, it’s even more difficult for those who don’t work in the industry and are facing retirement or are in retirement as they watch their account balances decline. But is it really different this...
Aug 3, 2022
Everyone has been talking about inflation, but do we really understand how it affects the average American? In the most basic terms, inflation is when our money has less “purchasing power”, or when the same amount of money is now not enough to buy what it used to....
Apr 29, 2022
When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning America’s Climate Unit asking to interview me, thought it must be SPAM. There was no way little ‘ole Alexis Advisors would be singled out to be interviewed about what investors can do...
