Recent News

Beware: Scams Impersonating Your “Bank”

May 22, 2023

Please be aware that scammers may use several methods to try to steal your personal info. Text scams impersonating your bank: You receive a text that appears to be from your credit card issuer or bank informing you of a problem, and you are asked to click on a link or provide personal information to resolve it. However, it’s not from Gulf …

Wedding Season Dos and Don'ts

April 4, 2023

It’s wedding season in New Orleans, which means second lines on Bourbon Street, sentimental toasts and lots of great food and music. For many, it can also mean financial stress. If you are a wedding guest this year, be considerate. Show up on time, RSVP, follow the dress code and send a gift. For the best wedding gifts, stick to the registry or …

Living Below Your Means

April 4, 2023

My wife and I recently spent the weekend with my first business partner and his wife in Bentonville, Arkansas. We have been friends for over half a century. The real estate development business that we started in Atlanta when we graduated from college was the foundation for all of our subsequent investments. The experience that we gained as small …

Let's Talk: Spending

April 4, 2023

Money is a touchy subject. Regardless of income, most people will avoid talking about how they struggle with spending money. Consequently, money is known to damage relationships, cause anxiety, and reveal insecurities. On the other hand, money can also deepen relationships, bring happiness, and provide security when you maximize every dollar …

Let's Talk: Retire Early!

February 9, 2023

For some of us, the pandemic was a wake-up call. It prompted us to rethink our health, our priorities, and our finances. And for over 3 million Americans, the pandemic pushed them into early retirement due to layoffs, job eliminations, or they simply decided to speed up their planned retirement to avoid the constant changes in the workplace. You …