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It's the Friday Wrap! This week we were in Atlanta for a two day TD Ameritrade Operations Conference/Workshop, and our special guest this week is Emily Taff.  

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Nancy's a regular on WLBT's Midday Mississippi for her segment, Midday Money.  Today, our throwback is to 2012.  Enjoy the video of the piece, "How to Prepare your Children for your Retirement."

This is a touchy subject to approach. We’re talking about money, and s...

On Episode 4 of our weekly podcast, we talk about the company newsletter, Rio news, safety and trusts, and more about the company newsletter.  If you're interested in receiving our newsletter, we write one every two months. Send us an email, and we can send it to your...

If you're a collector, or if you know someone who is, you understand that it's not necessarily the quantity you amass that brings the most joy, but the quality of the piece you add to your collection.  And oftentimes the harder it is to find an item, the greater your s...

For today's episode, we touch on travel, Rio, unclaimed property, and briefly the markets.  Listen here:  

To look at Mississippi's Unclaimed Property website and to search the database, visit http://www...

For today's throwback, we have a newsletter Nancy wrote for the fall of '98.  For reference, the Dow closed at the end of August that year at 7,539.07.  Yesterday, the closing number for the Dow was 18,495.66.  A lot has changed over the years, but it's also interestin...

Tomorrow is the beginning of the Summer games in Rio.  Many of us will watch athletes from across the globe compete and cheer for the home team.  1996 was also a year for the Summer games. The XXVI Games of the XXVI were held in Atlanta that year.  For today's Throwbac...

Working with a new advisor can be

daunting. In the first meeting, both parties have a lot to learn about each other. The advisor should make information about themselves and their abilities available to you through a website or mailing before the meeting. What they lea...

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