Insights for Wealth

Surviving Market Turbulence
Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a normal, although undesirable, part of the economic and investment cycles.
October 18, 2022
| 5 min read

Ozark Motor Lines: The Benefits of Family Business Planning
Ozark Motor Lines is a trucking transportation company with a rich family history. Ozark was started by the Higginbotham family out of Memphis, Tennessee in…
February 1, 2021
| 5 min watch

Financial Wellness for Employees Through Retirement Plans
For business owner, Corry Lawler, providing financial wellness for employees was a priority since day one. Corry is the chief executive officer of a general,…
November 8, 2019
| 5 min read

Financial Strategy for a Growing Business
When Kim Allen and Corry Lawler became friends, they didn’t expect to sit down and discuss comprehensive business planning for Corry’s family company. But when…
November 4, 2019
| 5 min watch