How Good Will You Be at Inheriting Money?
A Must-Read for Xennials Coming into Money As a member of the Xennial microgeneration, my friends and I are now well into our 40s More
Jeff Moeller
October 6, 2021
Claudia Bettinger
Client Experience Specialist
True to her background studying journalism, Claudia is passionate about discovering people’s stories. As a frontline day to day touch point, Claudia enjoys shepherding clients through their CornerCap experience – an area where she excels thanks to best in class training from prior roles at Chick Fil A and Walt Disney World. She takes great care to get to know each member of our clients’ families and finds creative, unexpected ways to enhance clients’ experience. Her prior experience as a nanny orients her to constantly seek ways of making the lives of busy families easier, and she’s found helping clients achieve their family dreams to be fulfilling.
Claudia's Insights & Resources
Markets Jolt: Big Tech in Trouble?
Big tech stocks took a slide over the past week, down -3.6%, following the Fed’s announcement last Wednesday that it could begin tapering monetary support
Cannon Carr
September 29, 2021
The Next Phase in the Pandemic Era
The rise of the Delta variant may well mark a new phase for financial markets in the pandemic era. Deflation and recession were the risks
Cannon Carr
September 13, 2021
Good Time for Gold?
With inflation fears grabbing headlines, we are often asked whether this is a good time to buy gold. This comment provides our recommendation on how
Cannon Carr
July 19, 2021
What Life Appreciates Means to Me
For Xennials like myself, the concept of Life Appreciates really hits home. Despite a recession at the start of our careers, financial obligations, and rapid
Catharine Aguilar
July 19, 2021
To Play, or Not to Play, That Is the Question
My wife and I recently enjoyed dinner with another couple, parents of a son in the same grade as one of our three boys, when
Cannon Carr
July 16, 2021