Sage Partners, Private Wealth Management at UBS

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Competence and Caring Define Dynamic Trio’s Practice

In 2008, veteran financial advisor Allison Smoot, CFP®, CIMA®, CDFA™ had a revelation. To serve clients at the highest possible level, she reasoned, she needed to partner with people she trusted—people with integrity, a strong work ethic, complementary specialties and industry credentials on a par with her own.

Allison turned to Terri E. Yeckley, a fellow financial advisor and personal friend of 20 years, whose Chartered Financial Analyst (CFA™) certification made her an industry rarity. …Read More

Investment Management Consultants

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Giving Clients Peace of Mind Through Stable, Consistent Results During Market Volatility

David Russon, president of Investment Management Consultants (IMC), believes an important service his firm can provide is answering the question “Will I be okay” in relation to retirement planning, market volatility and other financial concerns.

“That’s a question investors ask themselves every day, and it can be complicated by the economy, market conditions and current events,” says Russon, who founded IMC with partner Rhett …Read More

The Cottonwood Group of Wells Fargo Advisors

 

TexasFinancialAdvisory063014FBTX_TEXASRY00001Tactical Asset Management Seeks Both Growth and Downside Protection

Naysayers can say what they will, but Thomas J. Pappas has never been more optimistic about the markets, the U.S. economy and the country in general. He even sees signs of improvement globally.

“It’s a great time to be invested in the market,” says Pappas, Managing Director-Investments at The Cottonwood Group of Wells Fargo Advisors and a 30+ year veteran of the financial services industry. “There really is a lot of opportunity out there.”

Still, Pappas knows firsthand that markets can change at any time. That’s why he believes strategies like buy-and-hold and “locking into a simple rebalancing program forever and not revisiting it until you hit retirement” are not appropriate in today’s marketplace.

Instead, Pappas and his team, which includes his son, Associate Vice President-Investment Officer Matthew D. Pappas, and mother-daughter financial advisors Lori Rogerson and Cydnie Callaway, follow a tactical approach to asset management, utilizing the firm’s own portfolios.
“We’re always looking for pockets of value and opportunity for our clients, both for growth and for downside protection, based on the latest research and analysis,” says Matthew Pappas. “This is an ongoing process that we believe better positions our clients to reach their financial goals; it’s a constantly evolving process. We don’t just put people on autopilot and move on to the next client.”

Forward-Looking. Entrepreneurial.
As an advisory practice of Wells Fargo Advisors, The Cottonwood Group has access to a wide range of financial products and services, with no proprietary products to sell and “greatly reducing potential conflicts of interest,” Matthew Pappas says. “We chose Wells Fargo Advisors because they’re forward-looking, entrepreneurial, technologically advanced, and are always bringing new financial products and services to the table,” Thomas Pappas adds.
More than an investment practice, The Cottonwood Group provides holistic wealth management services that encompass all aspects of clients’ financial lives, from retirement planning to life and estate investment planning to insurance and more. The firm becomes “a center of influence” for many clients, Matthew Pappas says, “a reliable point of contact,” developing many close, long-term client relationships along the way.  “Our clients call us with all sorts of questions and concerns, and we’re always happy to help.”

Pessimists are free to disagree, but The Cottonwood Group has great confidence in the future. “This is not just our opinion,” says Thomas Pappas. “We buy a lot of independent research, and the numbers bear us out.”

Cottonwood-Group-Logo-Final_OK
6550 S. Millrock Drive Suite LL-50
Salt Lake City, UT 84121 | 801-733-4443
866-570-4865 | cottonwoodgrp.com

This is a paid advertisement. Insurance products offered through affiliates.
Wells Fargo Advisors, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Investment and Insurance Products: | NOT FDIC Insured | NO Bank Guarantee | MAY Lose Value

 

R&R Partners

Creating, Building and Protecting Brands

One of the most iconic, successful ad campaigns of our time, “What happens here, stays here” has delivered record-breaking visitor volume and encouraged millions to claim a slice of Las Vegas adult freedom for themselves. Last year the campaign generated more than a half billion dollars in earned media value for the Las Vegas Convention and Visitors Authority (LVCVA).

The agency behind these remarkable results is marketing communications firm R&R Partners.

“We grew out of political campaigns on both sides of the aisle,” explains Mary Ann Mele, president, chief brand officer and principal at R&R Partners. “Elections force you to be nimble and capitalize on every weapon in your arsenal. This is also where we developed our philosophy of creating, building and protecting brands. You might call it our mantra.” …Read More

R&R Partners

Creating, Building and Protecting Brands

One of the most iconic, successful ad campaigns of our time, “What happens here, stays here” has delivered record-breaking visitor volume and encouraged millions to claim a slice of Las Vegas adult freedom for themselves. Last year the campaign generated more than a half billion dollars in earned media value for the Las Vegas Convention and Visitors Authority (LVCVA).

The agency behind these remarkable results is marketing communications firm R&R Partners.

“We grew out of political campaigns on both sides of the aisle,” explains Mary Ann Mele, president, chief brand officer and principal at R&R Partners. “Elections force you to be nimble and capitalize on every weapon in your arsenal. This is also where we developed our philosophy of creating, building and protecting brands. You might call it our mantra.” …Read More

AllSource Global Management

High-Quality Employees and Diversification Are Essential for Business Success

Managing a small business in today’s economy is by no means an easy task. And when that small company is in the defense industry – described by many as the toughest, most competitive, most cutthroat business on the planet – it’s a very challenging endeavor, says Cecilia Mata of AllSource Global Management.

How has AGM managed not only to survive but to prosper in this field during the most severe recession since 1929? “Quality employees, diversification and financial-institution support have helped us thrive,” says Mata of AGM, the company she founded in 2005. …Read More

OPEN SCAN

Denver Company on the Leading Edge of Cash-Flow Processing

“Imagine this.” Those were the words that launched Nadine Lange on a venture that changed her life, her future customers’ operations and the cash-flow-processing industry.

Lange is president and CEO of Open Scan Technologies, Inc., a company that turns a complex and formerly time-consuming process into money in the bank. The company automates business-to-business transactions, electronically moving checks and documentation — often, huge volumes — where they need to be. Open Scan’s solution is quick, accurate, cost-effective and almost entirely without human interaction. …Read More

Faye Stewart Transportation Service, LLC

Woman-Owned Transportation Company Expands to Include Warehousing and Fulfillment

Jennifer Jones, vice president of Faye Stewart Transportation Service, LLC, didn’t need a satellite-based navigation system to help plot her career track. Transportation was in her DNA. Both of Jones’ parents worked in the industry, and she cut her teeth at one of the nation’s largest truckload providers starting at the age of 16.

Faye Stewart Transportation Service, LLC was founded in 2001 by Faye Stewart, also a second-generation industry veteran, and Jones joined the organization three years later. With Jones’ broad experience in every aspect of the field and both women’s commitment to unsurpassed service, they were a good match. Today, Stewart’s relationship-based business model is the foundation of the company’s stability and Jones, who is responsible for day-to-day operations, is leading the company in new directions to meet the changing needs of clients. …Read More

Accutrend Data Corporation

Telling Businesses’ Stories, Record by Record, Data Point by Data Point

It happens thousands of times every business day, in towns and cities across the U.S.

An entrepreneur walks into a government office and files paperwork to launch a business or incorporate an existing one – a lawn care service or an IT consultancy firm, a car dealership or a wealth management firm. Some 24 hours later, a trove of useful information about the business is added to a massive data warehouse in Greenwood Village, Colorado.

Over the past 24 years, Accutrend Data Corporation has carefully assembled, record by record, data point by data point, a database of over 56 million businesses operating in the United States. “This is all self-reported data, and it comes from a plethora of jurisdictions, including towns, cities, counties and states,” says Vicki Reavis, CEO. While much of the information is available electronically, a lot of it is still obtained the old-fashioned way, in person. “Some of the data we collect is actually handwritten,” Reavis says. …Read More

R&R Partners

Creating, Building and Protecting Brands

One of the most iconic, successful ad campaigns of our time, “What happens here, stays here” has delivered record-breaking visitor volume and encouraged millions to claim a slice of Las Vegas adult freedom for themselves. Last year the campaign generated more than a half billion dollars in earned media value for the Las Vegas Convention and Visitors Authority (LVCVA).

The agency behind these remarkable results is marketing communications firm R&R Partners.

“We grew out of political campaigns on both sides of the aisle,” explains Mary Ann Mele, president, chief brand officer and principal at R&R Partners. “Elections force you to be nimble and capitalize on every weapon in your arsenal. This is also where we developed our philosophy of creating, building and protecting brands. You might call it our mantra.” …Read More