What Should I Do if I Get an Unexpected Tax Bill?
Jeff East, a Certified Financial Planner through Raymond James, talks with CEO and Chairman, Michael J. Swanson, about what to do if you receive a tax bill that you weren't expecting.
Raymond James is not affiliated with Advocate Capital, Inc. You should discuss any tax or legal
matters with the appropriate professional. Securities offered through Raym...
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About What Should I Do if I Get an Unexpected Tax Bill?
Outlook – Recall a Message
You just sent an important email to the CEO of your company. You reviewed it, but just as you hit the send button, you notice – you have misspelled his name!
We have all done it. We sent an email and immediately realize we made a mistake. I recently sent an email to the wrong distribution list and over a thousand employees received an email instead of the...
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About Outlook – Recall a Message
Nominations Now Open for the 2020 Illuminating Injustice Award
Authored By: Candace Whitman
The attorneys we work with fight hard to get the best possible results for their clients. However, obstacles like tort reform, mandatory arbitration and preemption often stand in the way of their clients getting the justice and compensation they deserve.
Public Justice, a law firm dedicated to the public interest, created the...
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About Nominations Now Open for the 2020 Illuminating Injustice Award
Advocate Capital, Inc. Hosts Annual Soup/Chili Cookoff
Authored By: Maria Escamilla
The Executive Client Management & Training Team (ECMT) decided to host a little friendly competition in celebration of Superbowl Sunday.
Bring on our Annual Soup & Chili Cookoff! Soup… or… Bowl?! (😉)
This year, we had over 13 participants and everything from Deer Chili to Tomato bisque. All employees acted as judges b...
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About Advocate Capital, Inc. Hosts Annual Soup/Chili Cookoff
The Advocate Capital Team Lets Loose
At the end of each year, our remote sales team comes to our headquarters in Nashville for our annual company meeting. It is always nice to have the entire team together for the meeting and include our families at the company dinner.
While everyone is in one place, we take the yearly company photo. Employees have to stand still while the photographer moves...
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About The Advocate Capital Team Lets Loose
Sexual Harassment and Whistleblowers Case Finally Settles After 14 Years
As seen on Seeking Alpha, Yahoo Finance!, and Market Watch.
Attorneys Gary Gwilliam and Randall Strauss of Gwilliam, Ivary, Chiosso, Cavalli & Brewer recently settled a case they were prosecuting for 14 years involving sexual harassment, whistleblowers, bankruptcy, and forced arbitration.
Six women observed misconduct at their mortgage firm, but when...
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About Sexual Harassment and Whistleblowers Case Finally Settles After 14 Years
Your Financial Plan Doesn't Need to be Perfect
Authored By: Amanda Unterreiner
Jeff East, a Certified Financial Planner through Raymond James, talked with CEO and Chairman, Michael J. Swanson, about financial planning. He explains that most financial plans aren't perfect. Watch the video below to learn how to make progress towards realistic goals.
Raymond James is not affiliated with Advocate Capital...
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5 Things to Know About Planning for Retirement, with Jeff East
Authored By: Amanda Unterreiner
Mike recently hosted Jeff East, a certified financial planner through Raymond James and a member of the Advocate Capital, Inc. wealth management team, for a live webinar, 5 Things to Know About Planning for Retirement.
Mr. East serves as a senior vice president with Pinnacle Asset Management and offers securities as a finan...
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About 5 Things to Know About Planning for Retirement, with Jeff East
Overcoming Lawyer Burnout
Authored By: Candace Whitman
Being a lawyer is an emotionally tolling profession that demands a lot of time and energy so it is expected that many lawyers may experience burnout at some point in their career.
Link Christin, Executive Director of the Legal Professionals Program at Caron Treatment Centers, gives a few tips on how lawyers can overcome burnou...
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About Overcoming Lawyer Burnout