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47 Blog Posts
Aug 01, 2022

I am sad to share the news of the passing of Peter C. Browne, LUTCF®. Peter lived a life of service and professionalism and exemplified Dr. Solomon Huebner's client-first philosophy.

Jun 17, 2022

Juneteenth honors the end of slavery in the United States and is a celebration of African American culture and progress. While Juneteenth marks the end of slavery, the beginning of the end occurred two and a half years earlier with the signing of the Emancipation Proclamation. It was then that America's views regarding slavery began to shift.

May 27, 2022

Memorial Day is a day of remembrance honoring the over 1.3 million service members who made the ultimate sacrifice to protect our liberties. Today, there are over 1.4 million active-duty service members, 845,000 reservists, and over 400,000 National Guard, all of whom can be deployed at any time. Serving in the United States Armed Forces is an act of selflessness, one we acknowledge with words of gratitude and, most importantly, with actions of support.

Apr 27, 2022

While America may be one of the wealthiest nations on earth, we do not even rank among the top ten of the most financially literate. It has long been recognized that America has a financial literacy problem, significant enough to keep most living paycheck to paycheck, unable to purchase a home, with inadequate retirement savings, and feeling tremendous anxiety.

Mar 24, 2022

This month is Women's History Month, and it's also National Ethics Awareness Month. I believe that women's history, like that of Black history, should be acknowledged year-long, and strengthening the ethical decision-making of organizations should also be a continuous pursuit. However, it is very appropriate for women and ethics awareness to be acknowledged simultaneously.

Mar 08, 2022

When we think of estate planning, we usually think about the fundamentals. Who are our heirs? How should our wealth be divided? What is the most tax-efficient manner for distribution? Yet, during this process, it's uncommon to discuss the meaning behind our wealth, the values we lived by as we created it, and what we dream our wealth can achieve for our family and others after we have passed.

Feb 15, 2022

America's trust crisis, which emerged during the financial crisis of 2008, has been masked for some time by the longest-running bull market in history. The COVID-19 pandemic and America's awakening to social and economic injustice have stoked the flames of this distrust. Organizations looking to attract and retain today's values-driven consumers need a new plan, one that removes the mask and confronts the issues with collective, long-lasting solutions.

Feb 01, 2022

This month we celebrate Black History Month, a special time to recognize and honor the history of Black Americans and those who triumphantly blazed new paths, advancing the nation while contending with racial discrimination and inequality. We honor Maggie Lena Walker, Alonzo Herndon, O.W. Gurley, Ernesta Procope, Arthur George Gaston, and Clifton Wharton, Jr., the first Black pioneers in financial services. However, I've always loathed the notion of celebrating Black history for a month because Black history is steeped in our history; it's American history.