…get a flu shot. Consider that according to a new survey from CNBC and Acorns Invest: 75% of Americans manage their own finances Only 17% said they use a financial…
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Bradley J. Bower
by
…working for a large brokerage firm in Washington, DC. He then moved to Knoxville in 1992 and co-founded Patriot Investment Management in 1993. He passed the Certified Financial Planner® exam…
Read MoreAndrew B. Ellis
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Andy joined Patriot Investment Management in 2017 after struggling for years to find a dependable and trustworthy fiduciary to provide investment management for his existing RIA and tax practice. He…
Read MoreWhy Retirement Planning Is Different For Business Owners
by Alex Beale
…implications, business owners face a distinct set of retirement planning challenges and opportunities. To review your financial plan, contact your Patriot advisor today! https://www.investopedia.com/articles/personal-finance/120314/top-retirement-strategies-small-business-owners.asp https://www.irs.gov/businesses/small-businesses-self-employed/sale-of-a-business This content is developed from…
Read MoreGrant Murphy
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Grant joined the Patriot team in 2023 as a Paraplanner. He earned his Bachelor of Science in Finance from Mississippi State University. During his time at MSU, Grant participated in…
Read MoreProtecting Yourself From Credit Card Fraud
by Alex Beale
Credit cards have revolutionized the way we manage our finances. However, this convenience comes with its own set of risks, including credit card fraud. As technology advances, so do the…
Read MoreStudent Loan Forgiveness: A Timeline Of Events
by Alex Beale
…but we can be sure that most Americans will continue to stay updated on the developments in the coming months. https://www.politifact.com/truth-o-meter/promises/biden-promise-tracker/promise/1595/forgive-student-loan-debt-public-colleges-and-univ/ https://www.cnbc.com/2022/08/24/biden-expected-to-cancel-10000-in-federal-student-loan-debt-for-most-borrowers.html https://www.cnbc.com/2022/08/24/who-qualifies-for-biden-student-loan-forgiveness.html https://studentaid.gov/debt-relief-announcement/ https://nebraskaexaminer.com/2022/09/29/nebraska-ag-joins-five-others-in-suing-the-biden-administration-to-stop-student-debt-cancellation/ https://www.justice.gov/olc/file/1528451/download#:~:text=%C2%A7%C2%A7%201098aa%E2%80%931098ee https://storage.courtlistener.com/recap/gov.uscourts.moed.198213/gov.uscourts.moed.198213.44.0_2.pdf https://www.foxbusiness.com/personal-finance/biden-student-loan-forgiveness-blocked-appeals-court https://studentaid.gov/…
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