Advice Center Blog

Posts by Wes Garner

Staying on Track with Your Retirement Investments

SUMMARY:Investing for your retirement is about having a game plan that you can live with o...

Should Investors Care at All When a Stock Splits?

SUMMARY: The summer of 2022 could be known as the Summer of Stock Splits, as several high-...

Securing Your Future with Life Cycle Planning

SUMMARY: Through the years, your goals will change and your strategies will shift, but don...

The Fed Makes the Biggest Rate Hike in 28 Years

SUMMARY: The Fed made the biggest rate hike in 28 years. This rate hike was one of the mos...

Will Rising Mortgage Rates Slow Down Housing?

SUMMARY: The housing market has been frustrating for buyers and a boon for sellers. While ...

7 Things To Know Now That The Bear Is Here

SUMMARY: It finally happened. On Monday the S&P 500 Index moved into a bear market, fi...

High Inflation - How Long Will It Last?

SUMMARY: Inflation has proven to be more stubborn than expected. It may be helpful to look...

Positioning a Portfolio for Additional Rate Hikes

SUMMARY: As we anticipate additional rate hikes, it's important to position for portfolio ...

A Look at Your Portfolio Mix

SUMMARY: With the onset of higher taxes, taxpayers in the upper brackets may want to repos...

Wes Garner

Wes Garner

Wes leads a proactive Wealth Management team with 17 years of experience in the industry. He has served in both advisor and senior leadership roles within wealth management divisions, from credit unions to high net worth focused private banks. His work is driven by a desire to care about his team and clients as if they are family.