What a Family Office Actually Does: A Practical Guide for West Tennessee Families
As wealth becomes more complex, many high-net-worth families are discovering that traditional, siloed advice no longer serves them well. This shift has driven the quiet rise of family office services in Tennessee, particularly among families who value coordination, discretion, and long-term clarity over fragmented decision-making. At its core, a family office is not a product…
Judeo-Christian Stewardship in Financial Planning: A Clear Starting Point for 2026
At its core, Judeo-Christian stewardship in financial planning frames wealth as a responsibility rather than a possession. From the outset, this approach makes the topic clear: wealth decisions should reflect wisdom, foresight, and care for others, not just personal gain. As 2026 begins, this framework offers families and business owners a steady and principled way to think…
How Retirement Changes Your Finances: Smart Planning for High-Net-Worth Families in Tennessee
Retirement is more than just stepping away from work — it’s a financial shift that deserves serious attention. If you’re a physician, attorney, or business owner with significant assets, retirement isn’t about scaling back. It’s about protecting what you’ve built, enjoying the life you’ve earned, and making sure your legacy is secure. Here are a…
Do you have money waiting to be claimed?
You’ve worked hard for what you’ve earned, but are you missing out on something? Whether you switched employers a few years ago and left behind a 401(k) or simply lost track of a savings account or some inherited property, take advantage of online resources to find what’s rightfully yours. Search by type. Not sure where…
Financial Advisors, Fiduciaries, and the First Amendment
Eddleman and Eddleman LLC has chosen to be a fiduciary for more than a decade. And while we believe that a fiduciary implementation is the best for clients, we also believe that individuals should have the option to choose how they implement financial services. But, there’s been a battle raging over this same decade of who is…
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Eddleman Brexit Interview on WBBJ
Here’s a story I was interviewed for on WBBJ about Brexit. Obviously I had much more to say that had to be cut from the piece. Don’t forget, I actually had a brief blogpost weeks ago where I mention Brexit and what else is on the horizon. Expect more details soon in our Eddleman’s Economic…