Sudden Money: Selling a Business

Selling a business is a monumental milestone, often marking the culmination of years of hard work, dedication, and sacrifice. It’s a time of significant financial and personal transition and can bring about a mix of emotions, from pride to uncertainty about what comes next. As you step into this new chapter, it’s essential to approach […]

Sudden Money: Navigating Widowhood

Becoming a widow can be an incredibly painful experience, often accompanied by a whirlwind of emotions and an overwhelming list of responsibilities. Beyond the grief, the financial implications of losing a spouse can add layers of complexity to an already challenging time. In this blog, we’ll explore how to manage these new financial realities with […]

Sudden Money: Navigating the Complexities of Inheritance

Inheriting money can be a double-edged sword. While it can provide financial security and opportunities, it may also come with difficult emotions attached. As a financial advisor, I’ve seen firsthand how challenging it can be to navigate the intricacies of managing a sudden windfall, especially when it comes in the wake of a loved one’s […]

Sandwich Generation Webinar Recording: Between a Breadwinner and a Caregiver

Many middle-aged adults find themselves helping a parent and raising children. In this recorded webinar done in partnership with the UAB National Alumni Assocation, we discover how to handle the needs for aging parents during a life stage with many important roles. The sandwich generation refers to those in their forties and fifties who are […]

Currency Effects on Non-U.S. Stock Returns

It’s no secret that over the last 10 years, non-U.S. stock returns have trailed U.S. stocks. However, you might not know that, from the perspective of U.S. investors, non-U.S. market returns over this period have been meaningfully affected by something other than the stocks themselves — currency. When U.S. investors buy foreign stocks, they become […]

The FOMO Worth Your Attention

FOMO. Fear of missing out. It’s the acronym for a behavioral phenomenon where people worry they’re missing out on something important they believe may help improve their lives — information, the novel features offered by the latest smartphone or the desire to be part of an exciting shared experience like a pop star’s three-hour concert. […]

Father’s Day Financial Literacy: Talk to Your Kids About Money

When we think about the important lessons that parenting needs to encompass, the imparting of financial literacy is not always widely considered, or is often shied away from due to lack of knowledge or confidence. Yet the need for raising financially astute humans is global and timeless. With Father’s Day fast approaching, many of us […]

Mary Meadows Appears on Talk of Alabama

Mary Meadows was invited to ABC 3340 during Women’s History Month 2023 to share with viewers of Talk of Alabama. She spoke about why she started Abeona Wealth in the midst of the pandemic. Mary Meadows talks about her clients’ experience and why all need to engage with their financial plan often and early. Click […]

What Is Diversification and What Are Its Benefits?

What Is Diversification and What Are Its Benefits?

As an investor, you have certainly heard the term “diversification,” and you’ve probably heard that you should have a diversified investment portfolio. But what does that actually mean in practice? What does it not mean? At its most simple, diversification is not putting all of your eggs in one basket. It is an investment strategy […]