More women advisors equal more clients | InvestmentNews

More women advisors equal more clients

Chevonne Farler, a wealth management advisor at TBH Advisors, speaks with InvestmentNews reporter Josh Welsh about what it is like to be a female advisor and her experiences in the financial industry in recognition of International Women’s Day. “I wanted to help people. I never wanted another woman or child to feel the way that […]

Women in Their 40s Are in Their Peak Earning Years: 5 Ways To Maximize This Paycheck | GoBankingRates

Women in Their 40s Are in Their Peak Earning Years: 5 Ways To Maximize This Paycheck

Chevonne Farler, wealth management advisor at TBH Advisors, speaks with GOBankingRates reporter Gabrielle Olya about how women can maximize their paychecks during their peak earnings years. “Allocate savings towards diversified investment portfolios aligned with your specific financial goals, objectives and risk tolerance. Understand that risk tolerance is how much you can ‘stomach’ the ups and […]

Best Jumbo CD Rates: Where to Find Them | The Wall Street Journal’s Buy Side

Best Jumbo CD Rates: Where to Find Them

Brett Walters, CFP, financial advisor at TBH Advisors, speaks with reporter Martha White about what the best jumbo CD rates are and the best places to find them. “If you know when that money’s going out the door, that’s a really good application for it because you’re taking virtually zero risk in the instrument,” explains […]

How advisors are helping clients with cancer | InvestmentNews

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

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 […]

How advisors can win doctors as new clients | Financial Planning

How advisors can win doctors as new clients

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 […]

Contact TBH

Let us assist you in achieving your financial goals.

At TBH, your financial goals are our top priority. Contact us to schedule a free consultation and see how we can help you achieve them.