Blog Archives

HawsGoodwin Wealth Named to the Inc. 5000 List

8/21/2020

HawsGoodwin Wealth, a Nashville area financial planning and investment management firm, was named to the annual Inc. 5000 list of America’s fastest growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000. The 2020 honorees have been very competitive within their markets, and the list as a whole shows staggering growth compared with prior years’ lists.

Sam Brownell of Stratus Wealth Advisors Encourages Maryland Residents to “Buy Local”

8/20/2020

Sam Brownell, CFA®, CVA, MBA, founder of Stratus Wealth Advisors, has a message for Maryland residents: buy local. “Buying local” is especially important in the current COVID-19 environment, when small businesses have been especially hard hit. According to Think Local First DC, every dollar spent at local businesses generates at least three times more direct economic impact.

Snappy Kraken Reveals Marketing Secrets in New Video Series

8/19/2020

Snappy Kraken, a top-ranked MarTech company that helps financial advisors automate their marketing and business growth, has introduced the first episode in its new “Behind the Campaign” video series to help advisors expand their knowledge of marketing strategy. Snappy Kraken is enlisting the firm’s marketing experts to teach the strategies and tactics behind key campaigns. By pulling back the proverbial curtain, Snappy Kraken aims to help industry professionals learn the “why and how” behind a creative and data-driven process that generates meaningful results.

James Lange, CPA/Attorney, has Solutions for Beating the New Death Tax

8/18/2020

James Lange, CPA/Attorney, President of Lange Financial Group, announced his new plan to raise a billion dollars for charity -- while saving IRA owners millions – under the newly enacted SECURE Act. The SECURE Act represents an onerous change in the tax law, now enabling the IRS to confiscate as much as one-third of the money in IRAs and retirement plans.

Holistiplan and Wealthbox Streamline the Process of Analyzing Tax Returns and Proving Value to Clients

8/11/2020

Holistplan announced a new partnership with Wealthbox®, a popular CRM that helps financial advisors better manage client relationships.

“This partnership with Wealthbox supports our goal of helping advisors deliver richer financial planning to more clients,” said Roger Pine, CFP®, CFA, Co-Founder of Holistiplan.

New Book, “Beating the New Death Tax” by James Lange, Available Now for Pre-Order, Book Reviews, Media Requests

8/4/2020

Pittsburgh CPA/Attorney, James Lange, President of Lange Financial Group, published his latest book, The IRA and Retirement Plan Owner's Guide to Beating the New Death Tax: 6 Proven Strategies to Protect Your Family from the SECURE Act. The book aims to help save readers and their families hundreds of thousands of dollars due to IRS tripwires buried in the new SECURE Act, selects charity to receive book proceeds.

Oranj Adds Technology Investment Services and ETFs to its Model Marketplace for Financial Advisors