The Best 3-Month CDs: How and When to Use Them | The Wall Street Journal’s Buy Side
Brett Walters, CFP, financial advisor at TBH Advisors, speaks with Buy Side reporter Martha White about how and when to use a 3-month CD. “I definitely like a three-month CD for locking in that first rung of a CD ladder,” says Walters. Read the Article
When Clients Are Laid Off, How to Ease the Sting: Advisors’ Advice | ThinkAdvisor
Sam Davis, CFP®, at TBH Advisors, shares insight on the importance of having a plan in place for those recently laid off with Victoria Zhuang at ThinkAdvisor. “Most of our clients like to work hard, so giving them something to do other than sit at home and grieve that loss is productive,” explains Davis. Read […]
How advisors are helping clients with cancer | InvestmentNews
Kate Yoho, CFP, financial advisor at TBH Advisors, speaks with Josh Welsh of InvestmentNews about how advisors are helping clients with cancer and what measures to take to ensure they and their families are properly taken care of. “I would check beneficiaries, I would check transfer-on-death status, and would make sure that their will is […]
Fed Holds Rates Steady, Pushes Back on Cuts: What the Experts Are Saying | Kiplinger
David Merrell, managing member and founder of TBH Advisors, provided his thoughts on the Federal Reserve’s decision to hold interest rates with Kiplinger reporter Dan Burrows. “The Fed continued to hold rates steady today and left little clues to whether rate cuts will start March 20th or possibly May 1st. With inflation falling, economic growth […]
Most Single Women Don’t Think They’ll Reach Financial Goals: Here’s How They Can | GOBankingRates
Kate Yoho, CFP, financial advisor at TBH Advisors, speaks with GOBankingRates’ Gabrielle Olya about why most single women think they can’t reach their financial goals and what they can do to make sure they do. “The first step to set yourself up for single woman success is to lose the debt. If there is a […]
Wealthy Clients Should Say No To Early Tax Filing, Advisors Say | Financial Advisor Magazine
Brett Walters, CFP, financial advisor at TBH Advisors, connects with Financial Advisor Magazine reporter Jeff Stimpson about why wealthy clients should not file their taxes early. “Your financial situation may change and you may wish to delay paying your tax liability until the filing deadline. You may incur penalties and interest on the liability if […]
How advisors can win doctors as new clients | Financial Planning
Sam Davis, CFP®, at TBH Advisors, speaks with Financial Planning reporter Victoria Zhuang about how advisors can create and strengthen relationships with physicians. “You need to partner with someone who has expertise in the industry; that’s just going to be a way more efficient way to grow. … The best thing I could encourage any […]
3 things you can do right now to strengthen your investments for 2024 | Business Insider
Dillon Haviland, a Financial Advisor at TBH Advisors, speaks with Business Insider reporter Mallika Mitra about things to do right now in order to strengthen your investments in 2024. “Having an investment account set up with automatic transfer as if it were a utility bill can alleviate the stress of trying to time the market,” […]
Advisors Take Long View As Tax Year Nears End | Financial Advisor Magazine
Brett Walters, financial advisor at TBH Advisors, connects with Jeff Stimpson at Financial Advisor Magazine to share tax tips entering the new year. “Careful and meticulous record keeping throughout the year is critical. Working with a great financial and tax planner can keep you abreast of any pending changes in tax laws and how to […]
Consider These Year-End Tax Moves For Business-Owner Clients | Financial Advisor Magazine
Brett Walters, financial planner at TBH Advisors, discusses end-of-year tax moves for business owners with Jeff Stimpson at Financial Advisor Magazine. “Currently, businesses can write off up to 80% of the purchase price of an asset placed into service within the calendar year and depreciate the remaining 20% over the next several years,” explains Walters. […]
