…needs improvement, a third have taken no steps toward such plans. Regardless of income level or occupation, many people just don’t think about finances with the same consideration as other…
Read MoreSearch Results for: Finance Management Made Easy
Global Market Commentary: Second Quarter 2022
…NASDAQ is down 30.3%; and The Russell 2000 is down 24.8%. Positives Patriot is in its 29th year helping clients achieve their financial goals and assisting them in the management…
Read MoreLara E. Burn
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…and Hotel Restaurant Management from Newberry College in Massachusetts and has over 25 years in office administration in the medical, construction and retail fields. She and her husband Bob enjoy…
Read MoreAdam K. Brock
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…planning including investment management, asset allocation, estate planning, retirement planning, tax planning and insurance planning. He is a member of the Financial Planning Association and the Rotary Club of Farragut….
Read MoreConnie L. Coffey
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…Prior to joining Patriot, she served as the Export Manager for an engineering firm specializing in border control security. Overall she has had over 38 years of business management experience….
Read MoreTeaching Children Financial Literacy
by Alex Beale
…the right way. Without learning money management skills at home, your kids are going to be in for a few nasty surprises when they get older. Are you worried about…
Read MoreWhat’s In Your Estate Plan?
…should be included? Estate Plan Basics An estate plan is the management and organization of your assets should you pass away. It also includes documentation determining who can make medical…
Read MoreDolores M. Walker
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…retail, office and customer service management. Dolores lives in Knoxville with her husband. In her free time she enjoys traveling, watching college basketball and football, and spending time with family…
Read More2Q2020 Market Commentary
…26.8% -12.7% 24.7% MSCI EM 18.9% -9.7% 18.2% Source: Barclays, Bloomberg, FactSet, FTSE, MSCI, J.P. Morgan Asset Management. DM Equities: MSCI World; REITs: FTSE NAREIT All REITs; Cmdty: Bloomberg UBS…
Read MoreProtecting Yourself From The Next Bernie Madoff
…own. We simply have limited powers of attorney to trade and deduct fees from these accounts as part of our management. Avoiding Another Madoff So how do you make sure…
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