Advice Center Blog

Posts by Wes Garner

Staying on Top of Your 401(k) Can Pay Dividends

SUMMARY: Lots of investors never bother to check on their 401(k) regularly, but you should...

Wondering Whether You Missed the Recovery?

SUMMARY:It is only natural that investors would want to find some way to sit out bear mark...

Death, Taxes, and Market Volatility

SUMMARY: When you invest, you should expect the markets to go up and down. In most cases, ...

Putting the Best GDP Increase in Perspective

SUMMARY: Should investors get overly excited about the third-quarter GDP numbers? Not only...

IRS Makes Annual Inflation Adjustments for 2021

SUMMARY: The IRS announced annual inflation adjustments for the 2021 tax year for more tha...

Ready To Retire? How To Know For Sure

SUMMARY: If you're considering retirement, here are some things to think about so that you...

Six Keys to More Successful Investing

SUMMARY: A successful investor maximizes gain and minimizes loss. Though there can be no g...

How Entrepreneurs Can Stay Nimble in the COVID Era

SUMMARY: This year has been a challenge for many, so what can business owners and other en...

Stimulus Check Relief for Spouses of Deceased People is Coming

SUMMARY: Right after the CARES Act was enacted, the IRS immediately began a mad scramble t...

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.