Blog
What’s Brewing: Mid-Year Market Update – June 2022
The Situation as I See ItThe world is grappling with two opposing forces – rising inflation and slowing growth. It’s hard to solve one and not thwart the other. We haven’t had to tackle both with this exact set of...
Read MoreLocal Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth
Shari Burnum, CEO of Investor’s Resource in Madison, Alabama, has been named among the best in Alabama by Forbes, one of the most recognized organizations in the financial industry. She is listed on both the Forbes Best-in-State...
Read MoreWhat’s Brewing? – 2022 Portfolio Expectations
Listen to our annual recap of what happened last year and what to expect going forward in 2022 for markets.
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Investor’s Resource Starts $200,000 Gratitude Fund
Huntsville, AL (December 11, 2020) – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of $200,000 to the...
Read MoreThe Best Christmas Gift Ever – No New Taxes!
Good news from Washington! The Build Back Better Act, if approved by the Senate, will keep a lot of the same tax laws in tact! Listen in for details.
Read MoreBudgeting 101
Team member, Matt Leahy, discusses a few tips for our client family members on how to get started with the budgeting process!
Read MoreWhat’s Brewing: Mid-Year Market Update
Everyone is talking about these 3 things. Learn what they are and how we think they will effect your portfolio.
Read MoreWhat’s Brewing: Everyday Estate Planning
Dale shares stories from his mom’s recent passing as well as “lessons learned” from past situations he’s helped coach. Anyone looking for basic estate planning advice – beyond “get a will”...
Read MoreWhat’s Brewing: The “Family Talk”
Join us for March’s podcast featuring Travis Collins, Pastor of First Baptist Church in Huntsville, Alabama. Shari discusses what should be in today’s estate plans and Travis joins to share ways we can bring up the subject...
Read MoreWhat’s Brewing: Navigating Dramatic Change
This month we pause – and further discuss some perspective around the change we think is ahead. Whether the change is initiated from current circumstance or a natural progression of a global event, we address fears, questions,...
Read MoreWhat’s Brewing: Is the Market Too High?
PODCAST – We bring you insight into the hottest topic in wealth management. You will get balanced views, actionable steps, and timely examples from industry experts.This month’s guest is Rick Wedell, Chief Investment...
Read MoreInvestor’s Resource Celebrates 20 Year Anniversary
With over 30 years of experience from our lead advisor in various independent financial firms, we’ve spent the last 20 years as Investor’s Resource. In 2019, we affiliated with RFG Advisory and haven’t looked back...
Read MoreBarron’s Recognizes StrongHer Money Program
StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to the communities we serve.BIRMINGHAM, Ala.–BUSINESS WIRE–RFG Advisory, a leading...
Read MoreFinancial Times Names RFG Advisory as Top 300 RIA
RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s...
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