Events
A Closing Chapter and a New Beginning in the Career of Edwin Shaw
In an evening filled with laughs and great stories, it was an honor to celebrate the man who co-founded our firm and the legacy he leaves behind. 40 years ago, … Continued
Podcasts
Day in a Canoe – Desirée Bombenon: The Power of Purpose
In this episode, Nathan and Desirée discuss: Key Takeaways: “It’s really important to understand that these days in order to attract and retain young talent, you have to have some … Continued
Podcasts
Day in a Canoe – Ian Muir: Building Trust, Embracing Growth, and Fostering Resilience
In this episode, Nathan and Ian discuss: Key Takeaways: “You want to be the person that the most talented people in the business, not just in your company, want to … Continued
Events
A New Home for Planning Alternatives
After months of renovations, thoughtful design, and moving through temporary office spaces, Planning Alternatives was proud to open its doors to clients, friends, family, and the greater Birmingham community for an Open House event.
Tax Resources
Tax Planning in 2023: New Opportunities to Save Money and Improve your Finances
At Planning Alternatives, we are firm believers in the power of tax planning. Especially in challenging economic times, effective tax strategies can help you save money and improve your financial … Continued
Thought Leadership
Investment Management: How to Keep Your Money Safe in Turbulent Times
During the first quarter of 2023 and over the course of several days, we experienced two bank failures in the United States. Many are asking what do these events mean, … Continued
Thought Leadership
2023 – Q2 Investment Commentary
Performance The resilience of the U.S. economy helped to forestall a recession in the first quarter of 2023, bucking conventional wisdom and leading to positive stock and bond performance. The … Continued
Podcasts
Day in a Canoe – Cyrus Sigari: To Adventure and Fellowship
In this episode, Nathan and Cyrus discuss: Key Takeaways: “Go on meaningful adventures… and do it with people you enjoy spending time with.” — Cyrus Sigari About Cyrus Sigari: Sigari … Continued
