Looking Downstream by Tim Scannell After a long afternoon of walking the Yampa River and looking for a mythical rainbow trout, I was finally able to locate, hook and guide a beautiful rainbow trout to my net. The challenge was exhilarating as I stumbled down river like Brad Pitt in A River Runs Through It […]
As we watch the replays of the final week of the NCAA Men’s Basketball Tournament, I’m once again asking myself how I could have gotten my picks so wrong! I watched games, looked at statistics and thought I was making objective and intelligent selections, but in hindsight my biases got the best of me! Why […]
Every family’s long-term and short-term plans are unique. Even more so, each family member’s needs and dreams take their own individual shape. For families planning long-term for their loved ones living with disabilities, advisors are here to provide options that work for you. One such option comes in the form of the Stephen Beck Jr., Achieving […]
When our children were young, our dentist applied sealant to our children’s teeth to prevent cavities. However, at a recent visit to the dentist some twenty years later, my daughter Beth’s dentist explained that the sealant had slowly faded over time, allowing cavities to cultivate underneath the sealant. As a result, minor remedial treatment […]
Preparing for a family, raising children, and having grandchildren involve major, complex decisions, many that most people would rather not confront. Denial or avoidance lead to uneasiness and complications. More importantly, ignoring critical planning could harm your family’s future. Living Will A living will states your wishes regarding health care directives and end-of-life wishes. A […]
Starting a family brings a flurry of responsibilities. As a soon-to-be-new parent or grandparent, making preparations for your estate and advising your children to do so is crucial in protecting yourself and your family. Estate planning for new families is less about division of assets and more about ensuring that the people you love will […]
Once a year, I make the mistake of playing a video game with my son, Kevin. “This should be fun!” I think right before being knocked out, dunked on, or hit with a rocket launcher. Years ago, we were playing Mortal Kombat, a game where characters with names like Raiden and Nightwolf fight to the […]
My phone buzzes on the nightstand. I hate that thing sometimes. I look over and am surprised to see that it’s my son, Brendan, 25, texting me way past my bedtime from his Western Timezone. I grab the phone and slide open the message. “Kobe retiring,” it says. I yawn. Definitely not a necessary text […]
Well, it’s that time of year again. Whether you’re a farmer, restaurant owner or a self-employed real estate agent, as a small business owner, you have some key decisions to make before December 31st. How you spend your money can make all the difference when it comes to filing your tax returns in the spring […]
Clients work with us because we create customized plans based on each client’s unique goals, and we continuously reevaluate client plans to ensure they are aligned with changing needs. When preparing plans and advice, we focus on “Generational Wealth Management” and help prepare clients’ heirs for the time when they will receive wealth. This […]
Scannell Wealth Management is registered with HighTower Securities, LLC, member FINRA, MSRB and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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about the authors
Managing Director and Partner with Scannell Wealth Management at HighTower, shares his thoughts on entrepreneurship and small business ownership with you each week! Located in Valparaiso, IN, Tim serves on several local and regional boards in support of entrepreneurs and business owners.
is a Certified Financial Planner (CFP®) Certificant at Scannell Wealth Management. He is also a member of the U.S. Marine Corps Reserves with a passion for fiduciary wealth management. Through The Market Recruit, Wes shares his advice and thoughts on the investing and financial planning for newlyweds, millennials and entrepreneurs.
is the Manager of Financial Planning at Scannell Wealth Management. He is a CPA as well as a Registered Representative John has worked 2 years as a CPA at a private firm and 6 years at the IRS. Framing success is a blog that will illuminate and clarify many aspects of tax planning and investments. Through John’s experience, he will provide insight into the inner workings of the tax industry.
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