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Wealth Management Archives - TBH Advisors

That Tax Refund You Got? Here’s What Money Pros Would Do With It. | Barron’s Advisor

That Tax Refund You Got? Here’s What Money Pros Would Do With It.

Travis Anderson, managing member at TBH Advisors, connects with Barron’s Advisor’s’ Steve Garmhausen to provide tips on how taxpayers can best utilize their refunds this year. “The first thing we tell people is if you’ve been loaning the government money and you’re getting a refund, the first step is to make sure you’re paying yourself […]

Gray divorce can derail retirement. Here’s how advisors can help | Financial Planning

Gray divorce can derail retirement. Here's how advisors can help

Travis Anderson, managing member at TBH Advisors, connects with Financial Planning reporter Nathan Place on the challenges clients over age 50 who have recently filed for divorce might face and how to best remedy them. “It’s almost like you’re starting over, but with less time. That’s the feeling that exists right out of the gate: […]

The trouble with athletes retiring | Investment News

Phil Reynolds, managing member at TBH Advisors, details his experiences working with professional athletes and the careful process that goes into advising them with Josh Welsh at InvestmentNews. “We don’t want to just tell clients what to do. We want them to understand what we’re discussing and recommending, but also have them collaborate in the […]

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