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,” […]
Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves | Financial Advisor Magazine
Brett Walters, financial planner at TBH Advisors, joins Jeff Stimpson at Financial Advisor Magazine to provide end-of-year tax considerations for wealthy clients as 2023 comes to a close. “Wealthy taxpayers, specifically those whose net worth exceeds $12 million, would be well-served by employing a prudent and appropriate gifting or trust strategy to begin shifting assets […]
Preparing clients for the possibility of cognitive decline | InvestmentNews
Phil Reynolds, managing member at TBH Advisors, highlights the importance of proactive planning for clients experiencing cognitive decline with Josh Welsh at InvestmentNews. “Alzheimer’s and dementia have flown under the radar for so long in not being recognized as something that will, in my opinion, become the disease of our generation as the number of […]
Before the ball drops on 2023: Advisors’ year-end checklist | InvestmentNews
Brett Walters, financial planner at TBH Advisors, discusses things advisors should do before we enter the new year, such as helping clients make last-minute gifts to charity with reporter Gregg Greenberg. “This is especially critical or helpful if the clients think they’re relatively close to exceeding a phaseout threshold, like the child tax credit, qualified […]
Dow records best three-day gain since April after Fed keeps interest rate steady | MarketWatch
David Merrell, managing member and founder of TBH Advisors, shares his thoughts on the Fed decision with Frances Yue at MarketWatch. “My biggest takeaway was that the Fed is acknowledging tighter financial and credit conditions but they are still seeing fairly strong economic activity. So they are hopeful that it’s gonna have more effect based […]
Financial abuse can trap people in relationships — here’s how advisors can help | Financial Planning
Chevonne Farler, a wealth management advisor at TBH Advisors, speaks with Financial Planning reporter Victoria Zhuang about how advisors can help clients who are struggling with financial abuse. “It can sometimes open the door for that abuse to start occurring. Where, ‘I make all the money, so you need to do what I say.’ This […]
Best investments to own coming out of a recession | Bankrate
Sam Davis, CFP, financial advisor at TBH Advisors, shares insight with James Royal at Bankrate on the best investments to own following a recession. “The best types of investments coming out of a recession tend to be assets that were most sensitive to that particular economic downturn. In the Great Financial Crisis, investors that stepped […]
6 tips for advisors to help rich young athlete clients with NIL | Financial Planning
Phil Reynolds, managing member at TBH Advisors, speaks with Financial Planning’s Victoria Zhuang about tips for advisors supporting clients with NIL deals. “The key point is understanding the terms of the deal: What responsibilities must the athlete fulfill, to receive the promised compensation? Obligations could include anything from creating social media posts to attending meet […]
Employee Stock Ownership Plans In IRS Crosshairs | Financial Advisor
Brett Walters, financial planner at TBH Advisors, speaks with Jeff Stimpson at Financial Advisor about the IRS’ plans for employee stock ownership plans and what that can mean for workers. “Flush with new funding and certainly cognizant of the massive fiscal budget deficits, the IRS is very interested in what they deem may be low-hanging […]
