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RECENT POSTS

Alternative Investments – Going Mainstream

Alternative Investments – Going Mainstream

Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow from $12.9 trillion in 2022 to $17.2 trillion in 2025.1,2 The impetus behind this projected growth is the...

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, "You don't pay taxes – they take taxes." That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as...

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

"I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money."  Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate...

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Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.

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CONTACT INFORMATION
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9724 Kingston Pike, Suite 701
Knoxville, TN 37922
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