Advice Center Blog

Posts by Wes Garner

COVID-19 and the Global Retirement Crisis: What does it mean for the U.S.?

SUMMARY: With more research and data coming out since COVID-19, the U.S. is facing an econ...

Why the Inflation Rate Doesn’t tell the Whole Story

SUMMARY: Markets, economists & policymakers have been concerned about inflation for months...

Your Retirement Portfolio: Five Things to Consider Before Market Turbulence

SUMMARY: It's normal to feel a little uncertainty during periods of market turbulence, but...

High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?

SUMMARY: High net-worth executives often miss opportunities in their financial planning be...

Inflation and Taxes Could Rise. Are You Ready for Retirement?

SUMMARY: Inflation and taxes could rise. Are you ready for retirement? In any market, inve...

4 Reasons to Consider a Life Insurance Policy

SUMMARY: Why buy life insurance? Life insurance can serve an important purpose within a fi...

Wealth Preservation in America: Portfolios Including Alternative Types of Investments

SUMMARY: Throughout the pandemic, many investors that had their entire wealth tied to the ...

Physicians: Why You Need a Financial Professional Who Understands Your Industry

SUMMARY: As a physician, you've devoted a lot of time to educating yourself, building a ca...

The Perils of Trying to Time the Stock Market

SUMMARY: Were you fully invested from the stock market bottom or did you try to time the u...

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.