Insights

Financial Insights

Wild Upcoming Events at the Birmingham Zoo

Wild Upcoming Events at the Birmingham Zoo

The Birmingham Zoo is home to many animals from all over the world. The Zoo also features fun activities for the whole family, like the popular train rides, carousel and more. Our local Zoo also hosts many fun events throughout the year for all to enjoy. Take a look...

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3 Tips for Financial Health in 2021

3 Tips for Financial Health in 2021

By: Josh Slocum, McClellan Wealth Management When the new year rolls around, some people start flocking to the gym and vowing to improve their physical health, while others pick up a new, stress-reducing hobby to better their mental health. But how many people use the...

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Annuities: The Advantages and the Disadvantages

Annuities: The Advantages and the Disadvantages

By: Josh Slocum, McClellan Wealth Management If I asked you what an annuity is, could you tell me? If the answer is no, you’re not alone! An annuity is essentially an insurance contract. For example, when you purchase an annuity, you pay a set amount of money today,...

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7 Wealth management strategies you could try

7 Wealth management strategies you could try

Creating wealth and being able to manage it are two different things. You have probably heard of people who were once millionaires but have nothing to show for it. How did that happen? Lack of wealth management skills or strategies. While there is no single strategy...

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Market Update

Market Update

Dear Clients and Friends, I figured it was a good time to write everyone today as a result of the large preponderance of the word “Recession” in the media the past few days and in conjunction with this recent equity market volatility.   The main question that I’ve...

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