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Recognition in The Wall Street Journal – Barron’s Top 1200 Advisors

Lynn Phillips-Gaines, CERTIFIED FINANCIAL PLANNER™ was recognized in the March 13th, 2018 issue of The Wall Street Journal as one of Barron’s Top 1200 Financial Advisors*. This marks the fourth consecutive year for Phillips-Gaines to earn placement on this prestigious list. It is the largest, most comprehensive annual advisor list circulated by Barron’s. Congratulations!

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Sorting Through the “Trade War” Headlines

Washington Policy Analyst Ed Mills discusses the President’s recent comments on steel and aluminum imports.

President Trump’s trade agenda has taken center stage following his impromptu announcement on steel and aluminum tariffs. We are now in for a period of uncertainty and renewed attention on NAFTA negotiations, additional tariff announcements, a potential “reciprocal tax” debate, updates to the CFIUS process (the committee that vets foreign investment for national security concerns), and the potential for retaliatory actions from United States’ trading partners. While this heightens the potential macro headwinds coming out of DC, we take a “wait and see” approach to these actions.

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Lauren Black Named to Inaugural Forbes List of America’s Top Next-Generation Wealth Advisors

Lauren Black, CERTIFIED FINANCIAL PLANNER™ at Phillips Financial and financial advisor with Raymond James Financial Services, was recently named to the inaugural Forbes list of “America’s Top Next-Generation Wealth Advisors.” The list, which recognizes advisors from national, regional and independent firms, was released online July 25, 2017.

“It’s a tremendous honor to be recognized as one of the top next-generation wealth advisors,” Black said. “I’m excited to be in the company of such an elite group.”

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