News and Media/Podcast
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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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Investor’s Resource Starts $200,000 Gratitude Fund
December 11, 2020
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...
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Barron’s Recognizes StrongHer Money Program
October 22, 2020
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...
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Financial Times Names RFG Advisory as Top 300 RIA
September 30, 2020
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...
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Investor’s Resource Celebrates 20 Year Anniversary
January 1, 2020
Investor’s Resource Anniversary: 20 years of Trusted Guidance With over 30 years of experience from our lead advisor in various independent financial firms, we’ve spent the last 20 years as...
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