Quarterly Review and Outlook – 4th Quarter 2015

January 29, 2016

“Knowledge of human nature is the beginning and end of political education.” – Henry Adams The same can be said for investor behavior when the stock market gets volatile. When all is calm, the armies of Wall Street analysts do lengthy fundamental research and construct beautiful spreadsheet models that discount all future cash flows back […]

The Fiscal Times Quotes Terri Munro

December 18, 2015

BT Wealth Management’s Senior Financial Planner, Terri Munro, was featured in an article about the importance of financial education in children. The article outlines how Terri uses the classic board game “Monopoly” to teach younger children counting and making change and older children the concepts of debt and rent. “All ages get exposure to negotiation, […]

“Money and the Newly Independent Woman: Navigating the Financial Challenges of Divorce and Widowhood,” Financial Planning Association of Silicon Valley

November 25, 2015

Terri Munro, a senior financial planner for BT Wealth Management, was featured in an article published by the Financial Planning Association of Silicon Valley about the financial adjustments recently divorced or widowed women must make. The article advises that women increase their participation in joint finances and take proactive steps in understanding their portfolios. Munro […]

Terri Munro Discusses How to Handle Clients in Distress in Financial Advisor Magazine

November 24, 2015

In the November 2015 issue of Financial Advisor magazine, BT Wealth Management senior financial planner Terri Munro was featured in an article about how best to help clients going through a traumatic event, such as divorce. “[R]ecognizing that they are at a tender time, keeping the conversation concrete and actionable can be very helpful,”” said […]

Terri Munro Discusses Retirement Investments in Recent Article

November 23, 2015

On September 29, Terri Munro was quoted in an article about safe investment practices and dollar-cost averaging. The article advises readers to be steady in changing markets and wary about trying to perfectly time investments. “Often, when it feels the most uncomfortable to buy — when markets are down — is actually the best time […]

Quarterly Review and Outlook – 3rd Quarter 2015

November 22, 2015

President Eisenhower once told a story that took place prior to World War I. Leavenworth Staff College had a course that required maps, and the only ones available were of the Alsace-Lorraine area and the Champagne in France. A group of reform-minded faculty pointed out that it was silly for the U.S. Army to use […]

Quarterly Review and Outlook – 2nd Quarter 2015

August 6, 2015

Noise. It’s everywhere. It distracts, causes accidents and affects outcomes. One of the most difficult stadiums in all of football is the Seattle Seahawk’s CenturyLink Field. CenturyLink is notorious for being loud. So loud, in fact, that on September 15, 2013, the crowd broke the Guinness World Record for the loudest crowd, with a roar […]

BT Wealth Management Adds Team, Office in Savannah

July 8, 2015

July 8th, 2015 BT Wealth Management LLC is pleased to announce the addition of Savannah-based Excelsia Investment Advisors, effective July 1, 2015.  Excelsia has a well-respected history of serving high net worth individuals, retirees and business owners in the southeast. With the addition of Excelsia, BT Wealth Management will exceed $350 million in assets under […]

Quarterly Review and Outlook – 1st Quarter 2015

May 8, 2015

May 8th, 2015 Imagine a scenario where banks are like storage units and investors have to pay them to hold their money.  As crazy as it sounds, several central banks in Europe are essentially doing just that.  Last year, as a way to stimulate its economy, the European Central Bank (ECB) decided to experiment with […]

Terri Munro Discusses Estate Tax Tips in Financial Planning Magazine

February 25, 2015

February 25th, 2015 Financial Planning Magazine turned to Terri Munro, Senior Advisor at BT Wealth Management, for expert commentary in its article, “Estate Tips for Wealthy Clients.” The article explores multiple strategies for estate plans and gives guidance on how the right estate plan can offer tax savings. In the article, Munro discusses charitable giving […]

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