News and Media/Podcast

• What’s Brewing: 1Q 2022 Market Update

  April 21, 2022

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• Local Wealth Manger – Shari Burnum – Named to 2022 Forbes Best-in-State and Forbes Top Women Wealth Advisors Lists

  April 13, 2022

  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...

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• What’s Brewing? – 2022 Portfolio Expectations

  January 13, 2022

  Listen to our annual recap of what happened last year and what to expect going forward in 2022 for markets.

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• The Best Christmas Gift Ever – No New Taxes!

  December 9, 2021

  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.

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• Budgeting 101

  September 16, 2021

  Team member, Matt Leahy, discusses a few tips for our client family members on how to get started with the budgeting process!

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• What’s Brewing: Mid-Year Market Update

  July 1, 2021

  Everyone is talking about these 3 things. Learn what they are and how we think they will effect your portfolio.

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• What’s Brewing: Everyday Estate Planning

  April 1, 2021

  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...

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• What’s Brewing: The “Family Talk”

  March 4, 2021

  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...

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• What’s Brewing: Navigating Dramatic Change

  February 5, 2021

  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...

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• What’s Brewing: Is the Market Too High?

  January 8, 2021

  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...

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