What do you know about St Patrick

St. Patrick, the apostle of Ireland, is one of the most well known and popular Catholic saints. Of course, he wasn’t actually Irish and his birth name wasn’t Patrick! Maewyn Succat was born to Calpurnius and Conchessa, a Roman couple who lived in Britain overseeing the colonies, according to Catholic Online.1 Take this brief quiz to learn more about St. Patrick and the holiday held in his honor.

Continue reading

Adaptive Financial Planning

By GARDNER SHERRILL |Investor’s Column

February 23, 2015

Adaptive Financial Planning

“Everyone has a plan until they get punched in the mouth”

As a CERTIFIED FINANCIAL PLANNERTM, I have always appreciated the irony in this quote by Mike Tyson.

Don’t get me wrong; I am a big believer in planning especially when it is flexible and adaptive to change, but I feel our industry has turned a good tool into a bad product. In the following article I intend to go over some of the potential limitations of a financial plan and why adaptive planning is important in today’s increasingly complex environment.

Continue reading

The Power of Process

By GARDNER SHERRILL |Investor’s Column

December 31, 2013

The Power of Process in Sports and Financial Decisions

Nick Saban, love him or hate him, has been the most successful coach in all of sports over the past 7 years with the Alabama Crimson Tide holding 3 national titles and a 74 -14 record. When asked about his success he and his team largely attribute it to his PROCESS. According to Saban, “Process guarantees success. A good process produces good results”. As we review the year end and make our economic and market forecasts for 2014, what lessons can we learn from the success of Alabama football?

Continue reading