Uncertainty
The companion video for this piece is available for viewing here: From a wealth planning perspective, today may seem
Cannon Carr
November 30, 2021
Insights &
Resources
Categories
Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can
Richard Bean, CPA, CFA
November 3, 2021
Quick Take on Cryptocurrency
What place – if any? – does cryptocurrency have in your portfolio? Watch our Chief Investment Officer’s quick take
Cannon Carr
October 21, 2021
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
Jeff Moeller
October 6, 2021
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
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.
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
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
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
Cannon Carr
July 16, 2021
Interview of Tom Barkin, President of the Federal Reserve of Richmond
On June 28th, CornerCap Wealth Advisors CEO Cannon Carr interviewed Tom Barkin, President of the Federal Reserve of Richmond, about
CornerCap Wealth Advisors
July 2, 2021