NEWSLETTER

Our Meridian Points newsletter comes straight from our President and Founder, Tom, who has worked extensively in retirement planning, taxation, estate and financial planning and investment management. He is a Certified Public Accountant, a member of the American Institute of CPAs (AICPA), and the Tennessee Society of CPAs (TSCPA). Tom is also credentialed as a Personal Financial Specialist (PFS) by the AICPA.

JULY

2018

08

RISKY BUSINESS

My finance professors taught me something that I have found to be questionable if not inaccurate: volatility is a proxy for risk. »

JUNE

2018

17

FATHERS FROM THE GREATEST GENERATION

I love reminiscing about my father and really all the dads who were part of our community growing up. »

NOVEMBER

2017

There have not been many investing years better than 2017. »

14

NEVER CONFUSE INVESTMENT GENIUS

WITH A RISING STOCK  MARKET

2017

03

October

A BIG WIN FOR KNOXVILLE

Everyone is in a bad mood after Georgia’s domination of the Vols last Saturday. I suggest you forget about that football game, because Knoxville scored a big win on Tuesday.... »

SEPTEMBER

2017

15

EQUIFAX SECURITY BREACH

Credit-reporting giant Equifax Inc. fell victim to a hacker-driven information breach back in May and continuing through July.  »

AUGUST

2017

20

ECLIPSING EMOTIONS IN INVESTING

On August 21st we will all get to experience a mid-afternoon twilight zone due to the highly anticipated solar eclipse. »

JUNE

2017

04

MEET WARREN BUFFETT

I recently attended the Berkshire Hathaway shareholders’ meeting in Omaha, Nebraska.  »

2017

14

MAY

THE VALUE OF A GOOD MOTHER

Like most of you, I love my mother. Everyone knows that your mother is your first teacher. Although not formally trained in finance, my mom was a master at what folks used to call Home Economics. »

2017

09

APRIL

THE MARKET AND THE MEDIA

Warren Buffett famously proclaimed, “Calling someone who trades actively in the market an investor is like calling someone who repeatedly engages in one-night stands a romantic.” »

2017

08

MARCH

SAVE TO SAVE SOCIAL SECURITY

Social Security is a major concern for millions of Americans. About 10,000 people reach retirement age daily, and 61% of seniors rely on Social Security for at least half of their income in retirement. »

FEBRUARY

2017

07

CUPID WANTS TO TALK TO YOU ABOUT MONEY

It’s February, and Valentine’s Day is just around the corner. Just how much do we Americans spend to express our love? »

JANUARY

2017

01

RESOLVE TO PRACTICE BETTER FINANCIAL HABITS

Business leadership author John C. Maxwell wrote, “Whenever people take action, they do so for their reasons, not yours or mine.” »

2016

04

DECEMBER

TRUMP AND YEAR-END TAX PLANNING

With Donald Trump as our president-elect and republicans set to control both the House and the Senate for the first time since 1928, major changes in tax law are expected. »

2016

06

NOVEMBER

EVERY YOUNG PARENT NEEDS A WILL

It’s well documented that only about one-third of Americans have wills. As alarming as this is, what worries me more is that even fewer parents of young children have them.... »

2016

02

OCTOBER

LIKE BEING A VOL FAN, SUCCESS

IN INVESTING TAKES PATIENCE

Didn’t it feel good to finally take care of business and defeat those Florida Gators? »

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