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    • Wealth Planning & Protection
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In the News

In the News
Perry Green

Forbes – Building Your A-Team: Five Advisors To Help You Reach Financial Success

Perry Green April 2, 2024
In the News
David S. Waddell

The small-cap run starts in earnest now, says David Waddell

David S. Waddell March 21, 2024
In the News
David S. Waddell

Guest Column: 2024 gets mean – What investors and business owners can expect this year

David S. Waddell March 20, 2024
In the News
David S. Waddell

AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell

David S. Waddell February 28, 2024
In the News
David S. Waddell

Memphis Chamber Has Good News Despite Crime Numbers

David S. Waddell February 20, 2024
New York Stock Exchange
In the News
David S. Waddell

Dow Falls Friday, With S&P 500 at Risk of Snapping Five Straight Weeks of Gains 

David S. Waddell February 16, 2024
Economy newspaper coins
In the News
Teresa J.W. Bailey

‘The economy is different now’: Parents pay grown-up kids’ bills with retirement savings

Teresa J.W. Bailey February 4, 2024
In the News
David S. Waddell

Average Hourly Earnings is the Most Important Metric in this Month’s Jobs Report, says David Waddell

David S. Waddell January 5, 2024
In the News
Perry Green

Forbes – Building Your A-Team: Five Advisors To Help You Reach Financial Success

Perry Green shares his tips on assembling your financial dream team. Read now

Read Blog »
Perry Green April 2, 2024
In the News
David S. Waddell

The small-cap run starts in earnest now, says David Waddell

David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now

Read Blog »
David S. Waddell March 21, 2024
In the News
David S. Waddell

Guest Column: 2024 gets mean – What investors and business owners can expect this year

Read now

Read Blog »
David S. Waddell March 20, 2024
In the News
David S. Waddell

AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell

David Waddell discusses AI and the tech market with Brian Sullivan on Last Call. Watch now

Read Blog »
David S. Waddell February 28, 2024
In the News
David S. Waddell

Memphis Chamber Has Good News Despite Crime Numbers

Read Blog »
David S. Waddell February 20, 2024
New York Stock Exchange
In the News
David S. Waddell

Dow Falls Friday, With S&P 500 at Risk of Snapping Five Straight Weeks of Gains 

David Waddell shares his thoughts with MarketWatch on how earnings are driving market activity.

Read Blog »
David S. Waddell February 16, 2024
Economy newspaper coins
In the News
Teresa J.W. Bailey

‘The economy is different now’: Parents pay grown-up kids’ bills with retirement savings

Young adults face myriad economic challenges. College costs and student debt loads are rising, and house prices have soared. Teresa J.W. Bailey talks with USA

Read Blog »
Teresa J.W. Bailey February 4, 2024
In the News
David S. Waddell

Average Hourly Earnings is the Most Important Metric in this Month’s Jobs Report, says David Waddell

David Waddell discusses the monthly jobs report and market action with Frank Holland on CNBC

Read Blog »
David S. Waddell January 5, 2024
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In the News
Perry Green

Forbes – Building Your A-Team: Five Advisors To Help You Reach Financial Success

Perry Green shares his tips on assembling your financial dream team. Read now

Read Blog »
Perry Green April 2, 2024
In the News
David S. Waddell

The small-cap run starts in earnest now, says David Waddell

David talks with Frank Holland on CNBC, unpacking the Fed’s latest news and what it means for the markets. Watch now

Read Blog »
David S. Waddell March 21, 2024
In the News
David S. Waddell

Guest Column: 2024 gets mean – What investors and business owners can expect this year

Read now

Read Blog »
David S. Waddell March 20, 2024
In the News
David S. Waddell

AI does not look like a bubble and ‘I believe in the promise of it’, says David Waddell

David Waddell discusses AI and the tech market with Brian Sullivan on Last Call. Watch now

Read Blog »
David S. Waddell February 28, 2024
In the News
David S. Waddell

Memphis Chamber Has Good News Despite Crime Numbers

Read Blog »
David S. Waddell February 20, 2024
New York Stock Exchange
In the News
David S. Waddell

Dow Falls Friday, With S&P 500 at Risk of Snapping Five Straight Weeks of Gains 

David Waddell shares his thoughts with MarketWatch on how earnings are driving market activity.

Read Blog »
David S. Waddell February 16, 2024
Economy newspaper coins
In the News
Teresa J.W. Bailey

‘The economy is different now’: Parents pay grown-up kids’ bills with retirement savings

Young adults face myriad economic challenges. College costs and student debt loads are rising, and house prices have soared. Teresa J.W. Bailey talks with USA

Read Blog »
Teresa J.W. Bailey February 4, 2024
In the News
David S. Waddell

Average Hourly Earnings is the Most Important Metric in this Month’s Jobs Report, says David Waddell

David Waddell discusses the monthly jobs report and market action with Frank Holland on CNBC

Read Blog »
David S. Waddell January 5, 2024
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