Category: Commentary

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MBJ Guest Column: Making the Best of a Bad Situation

The coronavirus pandemic has created unprecedented disruption of the national economy and our daily lives, and we feel deeply for individuals and businesses that are struggling. The health and safety of our clients and community remain our focus, as we move further into the fourth quarter of a crazy year.  The CARES Act and other rules and regulations were passed by the federal government earlier in 2020. Some of the benefits from the law have expired, but others are still relevant.... Read More
at Friday, October 9, 2020
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A Comprehensive Approach to Family Estate Planning

"What are your plans?" Planning is central to adult life – our routes to and from work, our kids' after-school activities, our errands, even our meals. Consider how far ahead you plan – the end of the day, the week or the month? The longest-term plan you can put in place is your estate plan, which can intentionally create a legacy for you and your family.  Have you gone as far as to plan for what will happen when you’re no longer here? If your... Read More
at Tuesday, September 8, 2020
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A Single Solution for All of Your Financial Needs

"He needed help, and I knew I could help him." That is the simplest way Jay Healy, the founder and President of Century Wealth Management, can describe how his business got started 20 years ago when his father-in-law, Dick Gadomski, sold his Memphis-based engineering company, PSI. Gadomski was still running the business but knew his personal finances needed more attention. Healy was passionate about his own investments, was looking to move on from his career as a record producer... Read More
at Friday, July 10, 2020
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Entrepreneurial Insights: A Conversation with Carolyn Hardy, Dr. Scott Morris and Jeff Webb

Entrepreneurial Insights , a bi-weekly podcast sponsored by Century Wealth Management and the Society of Entrepreneurs, hosted a live virtual panel discussion on July 16, 2020, with renowned Memphis leaders to wrap up its first season. Joining hosts Jay Healy and Pearson Crutcher to discuss how they have navigated their business through the coronavirus pandemic were Carolyn Hardy, president of Chism Hardy Investments; Dr. Scott Morris, founder and chief executive officer of Church... Read More
at Friday, June 26, 2020
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Citywire USA: Why these RIAs didn’t take PPP loans

The following is an excerpt from Citywire USA . The past few weeks have yielded dozens of disclosures by RIAs large and small who applied for and received government-backed coronavirus relief loans. The Small Business Administration (SBA) can forgive up to 100% of the loan proceeds used for payroll, rent, mortgages and utilities if the borrower does not lay off any full-time employees over the course of eight weeks after the loan is funded and at least 75% of the forgiven amount is... Read More
at Thursday, June 4, 2020
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