Our Insights

Truxton offers sound financial advice and perspectives to help you navigate through your greater financial world, from experienced people you can trust. Explore our insights to see how we think.

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Checkfraud
The Check Is In the Mail, Maybe!
William H. “Hank” Stuart
Willthefrugal
Will the Frugal Fund the Fix?
Andrew L. May
CTA Linkedin
Corporate Transparency Act Presents Unique Opportunity for Trust Planning
C. Brandt Warner, JD, CFP®
Supremecourtbizowners2
Attention Business Owners: The Supreme Court Has Spoken!
Peter E. Deming, CPA
Charles M. Vance II, JD
SS For The Rich Linkedin
Social Security for the Rich
Andrew L. May
A Thin Line Header
A Thin Line
Miles Kirkland, CFA
Certitude JOC
Certitude & Complacency
J. Overton Colton
DAJ 20Th Anniversary
Truxton at 20 Years: A Big Deal or Not?
Derrick A. Jones, JD
CV Security
Parallels Between Personal Security and Financial Security
Charles M. Vance II, JD
2004 Tom Overton Don Jpg
Proud of the Business We’ve Built
Tom Stumb
Socialsecurityprimer
Social Security Primer
Andrew L. May
DAJ Graduation
Graduation, Knowledge, and Leadership
Derrick A. Jones, JD
On Private Credit LI Image
On Private Credit
Philip L. Skipp
TCA Quarterly April 2024
Truxton Capital Advisors - Middle Market Quarterly Review - April 2024
Samuel G. Scott, CFA
Mitch Buttonwood Header
The Buttonwood Blues
Buck Dontletsungodown2
Tax Law Provisions (Part II): Don’t Let the Sun Go Down
Buck Patton, CFP®, CPWA®
Petertaxlaw
Tax Law Provisions: Riding Off into the Sunset?
Peter E. Deming, CPA
Knockout1
Don't Let the Market Knock You Out
Socialsecurity AM
The Social Security Cliff Is Coming
Andrew L. May
Year End Planning
End of the Year Planning
Chart
Facing Some Difficult Facts
Miles Kirkland, CFA
Security
Interest Rates Pummel Banks, Yet Truxton Remains Resilient
Andrew L. May
Mitch Buttonwood Header
Balancing Family Wealth With Family Goals
Daniel J. Bellet, CFP®
Viewpoint Itsalwayssomething
It's Always Something
Lawmeeting Adobestock 603556988
Estate Planning with Revocable Trusts
Buck Patton, CFP®, CPWA®
Boatsandharbor Adobestock 71680363
Tax Payment Strategies: Safe Harbors
Peter E. Deming, CPA
Edmond “Brad” Dunlavy, CPA
529Plan
529 Plans: More than Education Savings for Wealthy Families
Buck Patton, CFP®, CPWA®
Scales
Rebalancing The Opportunity Set
Miles Kirkland, CFA
Looking Forward
A Reminder To Keep Looking Forward
William H. “Hank” Stuart
Inflation
Inflation
Tom Stumb
Cockpit
In the Cockpit of Estate Planning
Daniel J. Bellet, CFP®
Books
Summer Reading
Miles Kirkland, CFA
The Game
The Game
Offense
Playing Offense in a Wash Out
Andrew “Drew” J. Mallory, CFA
Mitch Buttonwood Header
Uptime
Miles Kirkland, CFA
TCA Logo
Announcing the Formation of Truxton Capital Advisors
Tom Stumb
Dividend
Dividend Milestone
Andrew L. May
Kids
During Stock Market Turbulence, Think Like a Kid
Radnordam Adobestock 108237534
Scarce Resources
Miles Kirkland, CFA
Markets3
How Would Things Be Different...?
Tom Stumb
Door
The Impact of Small Hinges
William H. “Hank” Stuart
Chart Growth
Ain’t What It Used to Be
Miles Kirkland, CFA
Certitude JOC
What Does Truxton Have To Do With Truxtun?
Andrew L. May
Petertaxlaw
The Migration: What Makes Tennessee Trust and Tax Laws So Attractive?
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Retirement Advice Without Any Numbers
Derrick A. Jones, JD
Discussingfinances Adobestock 607870891
The Art of Conversation
Lawmeeting Adobestock 603556988 (1)
Navigating Potential Changes in Tax Law
Andrew “Drew” J. Mallory, CFA
Gettyimages 652373821
Bench Strength and Active Resiliency
J. Overton Colton
Gettyimages 1124741644
This Economy Needs Some WD-40
Radnor Road
A Booming Economy Amidst a Lingering Pandemic
Tom Stumb
Dividend
What is So Special About a Special Dividend?
Andrew L. May
Markets3
Inflection Point
Miles Kirkland, CFA
Lemonade
Making Lemonade Out of 2020
Tom Stumb
Gettyimages 144709512
2020, A “Rip Van Winkle” Year? Not For Us
The Game
Market Review & Outlook: "Omaha!"
Miles Kirkland, CFA
Lawbook Adobestock 192433451
Wealth, Taxes, and Gardening - Get What You Pay For
J. Overton Colton
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Around To It
Derrick A. Jones, JD
Groundhog
Groundhog Day… or Grumpy Old Men
Tom Stumb
Radnor Road
What Lies Ahead? Market Review & Outlook
Miles Kirkland, CFA
Marks
On Your Marks...Get Set...Go...?
Tom Stumb
Path
“Stay the Course” Doesn’t Mean “Do Nothing”
Miles Kirkland, CFA
Clocks
How Much Longer...? A Message from our CEO Tom Stumb
Tom Stumb
Searching for the Peak
Searching for the Peak?
Miles Kirkland, CFA
Plant Growth Fundraising
Tough Times Never Last…A Message from our CEO Tom Stumb
Tom Stumb
WHO
Our Perspective on COVID-19 and the Markets
Miles Kirkland, CFA
Nashville Buildings Adobe
Coronavirus Outbreak Precedents Advocate Holding Course
Glassofwater
Liquidity and "Character"
J. Overton Colton
2019 (1)
2019 Market Review and 2020 Investment Outlook
Andrew “Drew” J. Mallory, CFA
Searching for the Peak
Chairman’s Corner: Let’s Talk About Fees
Tom Stumb
Gettyimages 800406950
7 Potluck Financial Ideas
Markets2
Market Review & Outlook: How Low is too Low? How Slow is too Slow?
Miles Kirkland, CFA
Youngpeople
A Few Lessons for Young People about Money, etc.
Derrick A. Jones, JD
Money
They Say Money Can’t Buy Happiness...
Tom Stumb
Rose and Thorn
A Rose and a Thorn
Miles Kirkland, CFA
CV Security
Referrals and Confidentiality
Tom Stumb
Handshake
Coming Through for Clients in the Clutch
Tom Stumb
Security
Keeping Client Data Secure
Tom Stumb
Stress
Avoiding Emotional Pitfalls
Andrew “Drew” J. Mallory, CFA
Nashville Buildings Adobe
How We Recruit
Tom Stumb
Nashville
Beware of the Glitz
J. Overton Colton
353A0645
Why You Need to Know your Banker...
6128 08781004B
Why I Named Truxton Trust as Executor and Trustee in my Will
Tom Stumb
Dividend
Achieving Record Return, A Financial Analysis
Andrew L. May

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