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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, October 29, 2018

For those that have been watching the market gymnastics over the last few weeks, I am sure there a lot of questions as to the cause(es). Anytime the market goes through some rough patches, there are many proclaimed experts that weigh...

 

Tuesday, September 4, 2018

Here are ones that you hear frequently: “A stitch in time saves nine” “A rolling stone gathers no moss” “A bird in the hand is worth two in the bush” “Actions speak louder than words”...

 

Monday, August 20, 2018

Our traditional BBQ & Bluegrass is now Grits, Hits & Gratitude: An Evening of Southern Fare & Merging Blue. Annually in the Fall we invite friends, clients, and professional partners to our appreciation event. We serve scrumptious...

 

Monday, May 7, 2018

This time of year is a very special time of year because it marks the ending of an era and beginning of a new one. Many young people are graduating from years of preparation into their new life of High School, College, Grad School or...

 

Monday, March 12, 2018

In this challenging economy, you may find yourself in a complex financial situation or may just be unhappy with the advice you are receiving from your financial advisor—it’s not uncommon. We believe that many high-net-worth...

 

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Monday, February 26, 2018

I was skimming through the plethora of February Holidays which number over 40 if you can believe that! Some we are familiar with, i.e. Valentine’s Day, Ash Wednesday, Groundhog Day, and many that I bet we are not: National Eat...

 

Monday, November 27, 2017

ISN’T IT WONDERFUL?! More activity, heavier traffic, full parking lots, disgruntled shoppers in a hurry, long lines at the stores, children out of school, too much to do and not enough time! I hear it often this time of year as...

 

Monday, November 20, 2017

Many of the clients of Elder Care Attorneys create trusts to either avoid probate or protect assets for numerous reasons. And once you have created a trust the next step is “funding” the trust. This simply means...

 

Monday, October 30, 2017

The end of the year is approaching and it's a great time to take steps that can help improve your personal finances. Some items to consider: If you're not retired, review your contributions to retirement accounts such as IRAs. If you...

 

Monday, October 23, 2017

During the past several weeks, we’ve seen news headlines dominated by everything from extreme weather to heightened geopolitical risks, with speculation on policy changes in the U.S. an ongoing hot topic. With so many events...

 

Monday, September 4, 2017

In November, 2016, I wrote a Blog titled The Urgent Can Drown Out The Important, and the crux of that post was not to let life’s busy-ness prevent us from focusing on what is important. Here is a segment from that post:...

 

Monday, July 17, 2017

While my wife and I were recently on vacation in California we decided to drive down to Newport Beach to check out a car that was just what I wanted - my dream car! And it was very reasonably priced relative to others I had researched...

 

Monday, July 10, 2017

This summer our youngest son, Lucas, for the first time attended a 2-week camp in Branson, Missouri called Kamp Kanakuk. Kanakuk is a Christian camp that’s been in operation since 1926. He had an amazing experience. My wife and I...

 

Monday, June 26, 2017

A long-overdue and highly anticipated shift is underway that may change the character of the rest of this economic cycle. Specifically, the Federal Reserve (Fed) has finally been able to follow through on its projected rate hike path,...

 

Monday, June 19, 2017

We have all heard it before: “If you don’t succeed the first time, try, try again”; or “if you get knocked down, you must get back up”; or íf you fall off your horse, you need to get right back on...

 

Monday, May 29, 2017

Hendersonville, Tennessee — May 22, 2017 – Clay Blair, an independent LPL Financial advisor at Collier Wealth Management, Inc. in Hendersonville, today announced that he was named to LPL’s Freedom’s Club, a...

 

Monday, May 15, 2017

Imagine that you had ONE PLACE where you can see everything, that’s what WealthVision is designed to do. We do extensive work in modeling your financial future using WealthVision, a valuable tool providing you with a...

 

Monday, May 8, 2017

Recently, Secretary of the Treasury, Steve Mnuchin and President Trump’s chief economic advisor and Director of the National Economic Council, Gary Cohn, outlined President Trump’s proposed corporate and individual tax...

 

Monday, May 1, 2017

Most successful business owners create substantial value in their businesses, yet many are still not achieving their most important goals. Why? They are not using the key tactics that will enable them to build significant wealth...

 

Monday, April 24, 2017

Earth Day has inspired us to remind you, we can embrace the digital world together. We can take action and find ways to do our part to build a more sustainable environment. As we move through this digital journey together, it’s...

 

Monday, April 24, 2017

The St. Jude Rock ‘n’ Roll Nashville Marathon takes place annually in April. While elite athletes grab the headlines, thousands of entrants finish the marathon. Training for and running a marathon takes fortitude and...

 

Monday, April 17, 2017

One of my key words has always been “SIMPLIFY”! In my career I have had the opportunity to lead organizations through significant change, and it never ceased to amaze me how complexity can become so pervasive over time. I...

 

Monday, April 10, 2017

A recent, nationwide survey of approximately 1,000 adults found that 86% of those surveyed indicated they are experiencing stress relating to their finances.[1] Why is this important? According to that same survey, nearly half of those...

 

Monday, March 13, 2017

Remember those times when parents and family said that you should be a doctor. My siblings and I heard that suggestion quite frequently from our Mom and Dad. Thinking back on those times makes me wonder why that was so important to...

 

Monday, February 27, 2017

I’m very proud to share some great news about my broker/dealer – LPL Financial. It was announced recently that LPL and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms...

 

Monday, February 20, 2017

One of the advisors on our team, Clay Blair, brought this photo to my attention. It shows the ribbon cutting ceremony in front of the Collier Wealth Management, Inc. building at 323 West Main Street in Hendersonville back in the...

 

Monday, January 23, 2017

Heading into the New Year, we are mindful of market milestones that have come together to influence the investment landscape: a new president and administration, the stabilization of oil prices, and the end of an earnings recession....

 

Monday, January 16, 2017

I'm so proud to be working alongside this team of highly competent and caring professionals! We truly believe that our work is our opportunity to show the love of Jesus to those we serve professionally through excellence and friendship...

 

Monday, January 2, 2017

I am not one to try to recreate the wheel, and when I come across something that communicates a message better than I can myself I will utilize it accordingly. It is human nature for us to want to have all the answers, and to consider...

 

Wednesday, December 21, 2016

The year 2016 began with what have been termed the worst first six weeks in equity market history—the S&P 500 declined more than eleven percent from its 2015 close through February 11. In June, the market went down nearly six...

 

Monday, December 12, 2016

Thank God for the natural world that we live in. This giant sequoia named The President stands at 247 feet tall and is estimated to be over 3,200 years old. The trunk of this tree measures at 27 feet across, with 2 BILLION needles from...

 

Monday, November 28, 2016

Is life busy? Is there too much to get done and not enough time? Two common questions that plague many of us, and the Christmas Season makes it all the more hectic. Isn’t this supposed to be the time to celebrate, be thankful,...

 

Monday, October 31, 2016

For most of us the last couple of years have felt very unsettling. We’ve all experienced some level of anxiety due to the current election season and the potential implications for the future of our country. Regardless of which...

 

Monday, October 24, 2016

November is National Adoption Month, and I thought it might be appropriate to recognize the challenges faced by adoptive parents, the high incidence of unwanted pregnancies, and the blessings that are possible for adopted children. My...

 

Monday, October 17, 2016

When doing an account review with your current advisor, Healthcare Planning now has to be at the forefront of the discussion. Are you having that discussion?

 

Monday, October 10, 2016

I grew up in northern Illinois and have lived in and seen many parts of the country in my life, but to me there is no better place to be than Tennessee in the Fall. The weather, the foliage, and the beautiful skies make it so...

 

Monday, October 3, 2016

A few weeks ago my daughter was driving home from college when she was side-swiped by a truck pulling a trailer. She was fine - no injuries, just shaken up. The guy never stopped, so it was a hit-and-run. Of course we reported it to...

 

Monday, September 26, 2016

1492, He sailed the oceans blue... How many of you remember the significance of that year, or the phrase that sometimes provided the reminder when you had to take that history exam and regurgitate memorized facts. That was the year...

 

Monday, September 12, 2016

Recently me and my business partner, Scotty Neal, flew out West to give one of the biggest presentations of our career. We had been working on this opportunity for over 8 months, and one of my responsibilities was to give the...

 

Monday, September 5, 2016

Our firm is a Wealth Management Firm, so unlike many of our competitors, we offer much more than investment consulting and advice. As our relationship goes along we will consistently be bringing both financial and non-financial...

 

Monday, August 22, 2016

Of all the choices we make along the way, Healthcare Planning has become a vital part of our financial choices.

 

Monday, August 15, 2016

In this challenging economy, you may find yourself in a complex financial situation or may just be unhappy with the advice you are receiving from your financial advisor—it’s not uncommon. We believe that many high-net-worth...

 

Monday, August 8, 2016

Whenever I drive into Nashville and see how the traffic keeps getting more and more congested I can’t help but be thankful that I work in Hendersonville only a few miles from my home. I first had the opportunity to open my office...

 

Monday, August 1, 2016

July was Family Reunion month, and coincidentally July 24th was Parents’ Day. I know that many of us feel that these special months and days were created by greeting card companies and there may be some truth to that. However,...

 

Monday, July 25, 2016

Does your personal retirement plan still reflect your priorities? Part of our consultative process includes regular progress meetings, which serve as a yearly financial checkup that can give you a 360 degree picture of YOU. A lot can...

 

Monday, July 18, 2016

This week my wife Toni decided to trade some of our geese for a donkey. The great thing about where we live is there is always someone willing to trade equipment, supplies, or farm animals. We had seven geese in all - four White...

 

Monday, July 11, 2016

What is your Risk Score? Your Risk Score is like a speed limit. Some are comfortable driving 95 MPH and others not a hair over 45 MPH. At Collier Wealth Management we have a unique tool to help determine your unique Risk Score.

 

Monday, June 27, 2016

There is one event that many of us do not prepare for, our last one. What will happen to our families if we’re suddenly not there to provide for them? We can coordinate this “Ultimate Dress Rehearsal” meeting for you...

 

Monday, June 13, 2016

So what does Collier Wealth Management do for our clients? This video thoroughly explains our wealth management process in just over 3 minutes. Do you get this kind of value from your financial advisor or broker? If not, consider...

 

Monday, June 6, 2016

I experienced one of the worst days of my life when I witnessed a dear friend pass away on the golf course on May 21st. Just a few feet away from me, he collapsed, we administered CPR until the EMT’s and ambulance arrived, and he...

 

Monday, May 30, 2016

If you're looking to get somewhere, we know how to set a course. It's what we do, and we do it well.

 

Monday, May 23, 2016

This time of year is a very special time of year because it marks the ending of an era and beginning of a new one. Many young people are graduating from years of preparation into their new life of High School, College, Grad School or...

 

Wednesday, May 18, 2016

In June 2014 the Supreme Court ruled unanimously 9-0 to strip away the asset protection features of Beneficiary IRAs. What is a Beneficiary IRA? It is the type of IRA that a non-spouse inherits from an owner. Before this ruling,...

 

Monday, May 9, 2016

“Elections belong to the people. It’s their decision. If they decide to turn their back on the people and burn their behinds, then they will have to sit on their blisters.” – Abraham Lincoln We live in the...

 

Monday, May 2, 2016

At Collier Wealth, on Monday mornings we have team meetings where we discuss our practice, how to better deliver our message, operational issues and how current markets impact our clients. I promise to all that read this that I was...

 

Monday, April 25, 2016

Last weekend I was privileged to have the opportunity to take my 4 babies fishing at my next door neighbor's beautiful pond, while my wife got some much needed time to go shopping by herself. The kids were so excited and every single...

 

Monday, April 18, 2016

Type 1 Diabetes is a terrible disease affecting over 3 million Americans. On Saturday night the Juvenile Diabetes Research Foundation (JDRF) held its annual Gala at the beautiful Omni Hotel in downtown Nashville. Paige and I were...

 

Monday, April 11, 2016

Have any of you chased a hot tip, or been impacted by fear and emotions, or thought you could time the market? Those are some of the reasons the average investor loses money. When you have FAITH that the market will go up over the long...

 

Monday, April 4, 2016

Sometimes in my profession, we tend to make the simple, profound. I like to do things in such a way as to make the profound, simple. I find that many times people visualize better than they hear; and for that reason, I like to take...

 

Monday, March 28, 2016

Over the past few months we began the journey of raising chickens (among other critters) as a family project. So this past weekend we started building the chicken coop. Through our research, we found that there are so many ideas out...

 

Monday, March 21, 2016

In December 1972 my parents entered me, Kevin, in the first annual Little Mr. Green Wave contest at age 5. Scotty Neal was also there! Turns out Scotty won 1st runner-up (just in case the crowned winner could not perform his duties)...

 

Monday, March 14, 2016

For those of you dealing with the challenges of aging parents, or for those of you who do not want to be a burden to your family in your senior years, there are options you may want to consider. Long Term Care is one of the single...

 

Monday, March 7, 2016

The summer of 1987 I was a sophomore in college, completely bullet proof and absolutely brilliant (in my opinion). My roommate also suffered from this immortality complex and was probably even smarter than me. We launched off with a...

 

Tuesday, March 1, 2016

Coaching has been a part of my life for as long as I can remember. I was very fortunate to have the opportunity to play football all the way from middle school through college, and one year in Germany after college. Along the way, I...

 

Wednesday, February 24, 2016

‘There’s an app for that’… I know it is a cheesy joke and Apple actually had the phrase trademarked, but I enjoy sharing helpful apps with my friends. My latest find is MileIQ. If you drive your car for...

 

Tuesday, February 16, 2016

In moving my 90 year old Mom to Tennessee from Ohio, I have learned a substantial amount in the way of retirement facilities, elderly challenges, personal insights, and the value of family and memories. It has been a challenge to say...

 

Monday, February 8, 2016

Have you ever been on an airplane and the captain said something like this? "Ladies and gentleman, this is your captain speaking. We'd like to ask that all passengers remain in their seats with their seatbelts fastened securely for...

 

Wednesday, February 13, 2013

Kevin and Collier Wealth Management were recently featured in Fairvue Lifestyle Magazine, a monthly publication for the residents of Fairvue Plantation in Gallatin, Tennessee. To Download a printable copy, click the link: Fairvue Article