Over the past few weeks, we’ve explored different ways to help manage risk: understanding its many forms, using asset allocation and diversification, and navigating legacy stock positions with low-cost basis on non-IRA accounts. But there’s one type of risk that often goes overlooked—the potential risk of playing it  too safe . When markets feel uncertain, it’s natural to want to pull back. Shifting heavily into cash or ultra-conservative investments may seem like a prudent c

The Hidden Risks of Cost Basis and Legacy Stocks Often, some of the most common—and trickiest—risk management decisions come not with new...

Last week, we began our series by looking at the many types of risk investors face—from market swings to concentration risk, inflation,...

If you’ve watched the markets for any length of time, you know one thing is certain: risk is always part of the story. Headlines...

At the Jackson Hole symposium last week, Federal Reserve Chair Jerome Powell signaled a shift in tone. He acknowledged a cooling labor...

In our last conversation, we explored the relationship between time and money — how both are resources we can spend, waste, or invest....

We talk a lot about money in our line of work—but let’s not forget the asset that might be even more valuable:  time . Unlike money, time...

At Tanner Wealth, we often say that true wealth is about more than numbers—it’s about alignment. And few things reveal our priorities...

Why the best investments aren’t always measured in dollars Last Thursday, I packed up the family for a quick overnight trip to Atlanta to...

On June 13, Israel launched a large-scale pre‑emptive airstrike operation, targeting over 100 military and nuclear-related sites across...

Why open dialogue can matter more than ever in building generational wealth For many families, money is one of the last things we talk...

Summer has arrived in the South--the air is thick, the sun stretches longer into the evening, and life, even if just slightly, begins to...

It’s official: summer has arrived in South Georgia. The kids are out of school, the temps are climbing fast, and the pace of life starts...

You may have heard that Moody’s just downgraded the U.S. credit rating from Aaa to Aa1, putting it in line with Standard & Poor’s and...

In seasons of market volatility, it’s easy to feel the pull to do something. The headlines are loud. The commentary is constant. And the temptation to react is real.

Questions Families Should Be Asking Right Now   Spring has always symbolized renewal — a season to clear out what no longer serves us and...

In our last post, we shared that legacy is far more than just a financial concept — it’s the sum of your values, your mindset, your...

At Tanner Wealth, we often say one of the true measures of success isn't just in what you build—but in what you leave behind. Whether...

At Tanner Wealth, we often talk about legacy — not just as a financial term, but as a deeply personal one. When people think of legacy,...

A t Tanner Wealth, we’ve sat across the table from people at every stage of the financial journey—from those who’ve just had a liquidity...