Industry Experts

Delaying technology updates often comes from a sensible place. Leaders want to protect cash, focus on customers and avoid disruption. […]

As we closed the books on 2025, it’s worth reflecting on what the markets taught us last year. For investors,

By: Cristy Andrews and Chris Branch Opportunity Zones: What You Need To Know The Opportunity Zones (OZ) program is a

A new year brings fresh opportunities for growth. As Montgomery business leaders plan for 2026, fluctuating economic conditions – from

George Smith, Trust Advisor, Regions Private Wealth Management Retirement is changing. People are working longer and relying more on various

By: J. Adam Causey, CPA, PFS, CFP®, Principal and Chief Compliance Officer The question keeps many pre-retirees awake at night:

By Shaw Pritchett, President and Financial Advisor, Jackson Thornton Wealth Management  These days, it seems like everyone has financial advice

By: Anne Ferrell Dalton, Wealth Advisor, Regions Private Wealth Management  Across Central Alabama and beyond, women are harnessing the power

By: Stephanie Abrams at Valley Bank. Women play a significant role in Montgomery’s business landscape—from small business ownership to leadership

By Cristy Andrews, CPA, CGMA, Warren Averett Under the One Big Beautiful Bill Act (OBBBA), many of the expiring provisions