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Using eMoney Advisor: The Technology Behind Comprehensive Financial Planning at Cannon Capital
"Do you have financial planning software?" That's a question we hear from prospective clients regularly. The answer is yes, but that barely scratches the surface of what it means. Having software is one thing. Using it to deliver truly comprehensive, dynamic financial planning is another thing entirely. At Cannon Capital Management, every client has access to eMoney Advisor, the same institutional-grade financial planning platform used by leading wealth management firms, priv


Tax Planning Is a Season, Not a Scramble
As April approaches, a familiar rhythm takes hold in households across the country. Boxes of receipts come out of closets. Spouses ask each other questions they probably should have asked in September. Emails to CPAs grow slightly more apologetic by the week. And then, somewhere around the third week of April, everyone exhales and promises themselves that next year will be different. Next year, rarely, is different. The truth about tax planning is that it was never really me


Where We Stand
The art of living life requires an ability to learn from our past, live fully in the present and be cognizant of what our future might...


Living in an Uncertain World
It is an understatement to express that we live in an uncertain world – one not many of us would have imagined just six – seven months...


Looking Ahead
To one degree or another, we have all taken our turn at forecasting what lies ahead of us. Will schools re-open in the fall? Will we...


Do What You Can
General John Buford, commander of a Union Calvary force consisting of 2,500 men, sat horseback on a hill located in the Gettysburg town...


Stay the Course
Sometimes in a crisis situation we can forget why we ever chose to do something – an investment in a diversified portfolio of stocks...


Investments and Corona Virus
We have entered a Shock and Awe phase of the Corona Virus – that which was an ocean and more away from us is suddenly here on our...


The Power of the Mouse
Periodically as we see opportunity to take advantage of price discrepancies in the stock market we think will work in our favor, we buy...


To GE or Not to GE
We started an initial investment in the GE company about 16 – 17 months ago. At that time the stock price of GE had fallen by over 30%...
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