Main Street vs Wall Street
The following article was written by Bob Veres, prominent author, publisher, and commentator in the financial advice industry. In the article, Bob discusses some of the differences between a financial advisory relationship at a smaller planning office and a large...
2019 Third Quarter Report: Holding Tight in Choppy Waters
The latest three month returns in the U.S. and international stock markets can be viewed with two very different attitudes. The first is that many indices (though not all) produced a loss for the quarter, and where there were gains, they tended to be very small. On...
Why You Might Elect For S Corp Taxation of Your Small Business
By: Nate Wilinski & Kirk Licata, CFP® Did you know that 20% of small businesses fail during their first year and only about half survive through their fifth year?1 Perhaps you’ve made it through a difficult start and have built a profitable business. Now it’s...
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Monthly News
November 2019
LongView is pleased to announce that Alice Mello has joined our Atlanta office as Client Services Coordinator for Kris Dwyer and Jessica Engebretsen. Alice comes to us from ETRADE where she has served most recently as Senior Financial Services Representative on the...
October 2019
LongView Wealth Management was a Gold Sponsor of the Reserve at Lake Keowee Charitable Foundation’s 11th Annual Charitable Golf Classic, held October 20 – 21 in Sunset, South Carolina. Wes Bigler and Kirk Licata participated in the tournament which has...
September 2019
Wes Bigler, Quinton Fisher, Jennifer Stewart, Alex Bastron, Amy Greenway, Michael Lipsey, Sara McIntosh, Doug Stefanini, John Hayes, and Samantha Pickering attended the 2019 Cambridge National Conference held September 25-27 in Denver, Colorado.