What to Know About the Bill to Repeal Social Security Taxes | U.S. News & World Report
Brett Walters, CFP at TBH Advisors, speaks with U.S. News & World Report’s Maryalene LaPonsie about the “You Earned It, You Keep It Act” which was introduced to eliminate taxes on Social Security benefits. “I think, overall, it’s a good place to start a conversation. The longer we wait, the larger the reforms,” explains Walters. […]
Fed Holds Rates Steady, Eyes Three Cuts in 2024: What the Experts Are Saying | Kiplinger
David Merrell, founder and managing member at TBH Advisors, shares his predictions on future Fed rate cuts with Dan Burrows at Kiplinger. “I would not be surprised however, that the Fed moves to forecasting fewer than three cuts in the coming weeks leaving the market to play catch up again due to economic growth, employment […]
More women advisors equal more clients | InvestmentNews
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
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
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 […]
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 […]
