Market Update: October 12, 2018

Market Update: October 12, 2018

Thoughts on the recent market pullback: Although we take no declines lightly, it is important to keep in mind that the numbers have changed dramatically over the years. In other words, a 1300 point drop is not what it used to be. 1300 points to The Dow Jones, which...
Industry Podcast by Diamond Consultants

Industry Podcast by Diamond Consultants

In a recent episode of a podcast from Diamond Consultants, Tim Oden, senior managing director for business development at Schwab Advisor™, is interviewed about what it takes to make a successful transition to a Registered Investment Advisor (RIA). Oden uses...
The State of Wealth Management After Tax Reform

The State of Wealth Management After Tax Reform

In the January 5 issue of the Upstate Business Journal, Nachman Norwood & Parrott’s Vice President Wes Boyce discusses the recently signed tax bill in a bylined column. The bill, commonly referred to as the Tax Cuts and Jobs Act, is the most substantial change of...

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