TFA Hires Tim Maurer as Head of Wealth Management
August 9, 2021, Greensboro, NC - Tim Maurer, CFP®, RLP® [...]
Protecting What’s Yours (After You Pass) Part 2: Step-by-Step Estate Planning
In our last piece, we emphasized the importance of estate [...]
Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning
Fact: When you pass, you will leave behind an estate, [...]
What Is Fiduciary Investment Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth [...]
An Evidence-Based Approach to ESG Investing Part 2: How Do We Measure “Good”?
As we covered recently, environmental, social, governance (ESG) investing is [...]
Patrick Rush, CEO of Triad Financial Advisors, Named #1 in N.C. IN 2021 Forbes Best-In-State Wealth Advisors
Patrick Rush, CEO of Triad Financial Advisors, was recently named [...]
An Evidence-Based Approach to ESG Investing Part 1: What Is ESG Investing?
If there’s one trait nearly everyone shares, it’s a desire [...]
Cryptocurrency: What’s It All About? Part 3: Trading in Cryptocurrency
We covered a lot of ground in parts 1 and [...]
Cryptocurrency: What’s It All About? Part 2: Spending Cryptocurrency
In part 1 of our three-part series, we introduced cryptocurrency [...]
Cryptocurrency: What’s It All About? Part 1: Understanding Cryptocurrency
It’s hard to scan the financial headlines these days and [...]