February 2024

Planning for a Market Downturn

Fear is often the motivator when a market downturn occurs, driving investors to abandon their financial plan and sell all or some of their investment holdings. The instinct to change course when faced with uncertainty is a natural human response. After all, it is impossible...


Mary Jo featured in the Nashville Business Journal

Congratulations to our President Mary Jo Innis for the feature in the Nashville Business Journal! 🎉 We are incredibly proud to have her share insightful tips on financing your next property and building an investment portfolio. 🏡💼...