American consumers are continuing to face elevated beef prices amid an ongoing cattle shortage, which is also hitting the bottom line of major meatpacking companies.…
A mid-year financial check-in is a review of your budget, savings, debt, income, and financial goals halfway through the year. Whether your expenses have increased, you’re carrying more credit card debt, or you’re saving for…
Team Name: Musgrave Dunn & AssociatesFirm: Merrill Wealth ManagementSenior Members: Travis Musgrave, Timothy Dunn, Valerie MarshallLocation: Lexington, KYTeam Custodied Assets: $1.4 billionBackground: Travis Musgrave attended the University of Kentucky as a pre-med student before ditching medicine for money. After graduating in 1991 with a degree in accounting and finance Musgrave…
The U.S. housing market is trending in two different directions as a new report from Zillow finds that while demand for luxury homes is surging, starter home sales are softening with growing inventory. Zillow’s data defines starter homes as those in the 5th to 35th percentile of home values in…
Team Name: Merritt Point Wealth AdvisorsFirm: Wells Fargo AdvisorsSenior Members: Jason Andrews, Beth Cutler, Ross BauerLocation: Old Greenwich, CTTeam Custodied Assets: $1.7 billionBackground: A self-described “numbers guy,” Jason Andrews studied accounting and finance at Southern New Hampshire University before starting his career at PaineWebber (later acquired by UBS) in 1999.…
Team Name: The Willenbrock GroupFirm: UBS Wealth ManagementSenior Members: Tad Willenbrock, Elizabeth Willenbrock, Scott AnselLocation: Denver, COTeam Custodied Assets: $770 millionBackground: Tad Willenbrock’s introduction to wealth management came from next door. Growing up in Colorado Springs, he lived beside a Merrill Lynch advisor who told him, after Tad came home…
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Summer is ending soon, and a new school year is fast approaching. It also brings expenses like clothes, shoes, and supplies. With costs on the rise, back-to-school shopping can feel overwhelming. This article covers tips…
