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FIRST TRUST COVID-19 TRACKER

FIRST TRUST COVID-19 TRACKER

by Jud Gee | Nov 21, 2020 | Educational Articles, Financial Planning | 0 comments

Daily Reported New Positive COVID-19 Tests vs. Daily Reported Deaths from COVID-19 in the U.S. February 26, 2020 – November 18, 2020 First Trust COVID 19 Tracker Facts 1120 Daily Reported New Positive COVID-19 Cases by U.S. Region March 1, 2020 – November...
Women are Wealthier and Making Waves When it Comes to Philanthropy

Women are Wealthier and Making Waves When it Comes to Philanthropy

by Jud Gee | Nov 12, 2019 | Educational Articles, Financial Planning | 0 comments

The Rise of Female Philanthropists ESTATE AND GIVING Women are wealthier and making waves when it comes to philanthropy. It may seem stereotypical, but women tend to be givers – to their families and to their communities – and the research bears this out. But the ways...
Parents’ Rights and Responsibilities in the Areas of Healthcare and Privacy

Parents’ Rights and Responsibilities in the Areas of Healthcare and Privacy

by Jud Gee | Oct 23, 2019 | Educational Articles, Featured, Financial Planning, Video News | 0 comments

Home Of Charlotte’s Premier Financial Advisor

Home Of Charlotte’s Premier Financial Advisor

by Jud Gee | Oct 22, 2019 | Financial Planning, Print News | 0 comments

We are proud of our home. If you are in our wonderful neighborhood, Commonwealth Park adjacent to Plaza-Midwood, stop by to see us, or attend our annual neighborhood party each spring. We think Frank Lloyd Wright would be proud. As Charlotte’s premier financial...
Who Should You Choose to Execute Your Estate?

Who Should You Choose to Execute Your Estate?

by Jud Gee | Sep 11, 2019 | Educational Articles, Financial Planning | 0 comments

ESTATE AND GIVING When selecting a personal representative, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a...
Getting investors over their financial fears

Getting investors over their financial fears

by Jud Gee | Sep 4, 2019 | Educational Articles, Featured, Financial Planning, Print News | 0 comments

Education is at the heart of client service Download pdf Version A federal commission recently recommended that schools and universities begin requiring financial literacy courses. And advisor Judson H, Gee, CEP, thinks that idea’s time has come. “People are literally...
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Recent Articles & Videos

  • As one Charlotte prospers, another struggles: How Covid will shape our economic recovery December 29, 2020
  • FIRST TRUST COVID-19 TRACKER November 21, 2020
  • Sheltering Americans Give Record Chill to Tourism This Summer June 4, 2020
  • Proactive Advisor Magazine: Jud, talk about your background and how that helped shape your views on your firm’s mission. June 3, 2020
  • Welcome to Business North Carolina’s Weekly Podcast Featuring JHG Financial April 22, 2020
  • Women are Wealthier and Making Waves When it Comes to Philanthropy November 12, 2019
  • Parents’ Rights and Responsibilities in the Areas of Healthcare and Privacy October 23, 2019
  • Home Of Charlotte’s Premier Financial Advisor October 22, 2019
  • Who Should You Choose to Execute Your Estate? September 11, 2019
  • Getting investors over their financial fears September 4, 2019

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