121 Boone Ridge Road
Suite 1002
Johnson City, TN 37615
423-232-5017

6101 Kingston Pike
Knoxville, TN 37919
865-694-5725

Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way
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Who We Are And What We Do

Welcome, I’m Todd Jones, a financial consultant in Johnson City and Knoxville, Tennessee. We are located within Mountain Commerce Bank, a privately held bank in East Tennessee with roots dating back to 1910.

We focus on providing fee based investment management to individuals and families and retirement plan fiduciary services to the 401(k) and 403(b) market. We do not try to be all things to all people. Our philosophy is based on conservative investment strategies and risk management techniquies for our individual clients and providing fiduciary guidance and plan management to our 401(k) and 403(b) clients.

Thank you for visiting our website. Please look around, visit our Team page and view videos on topics of interest. To schedule an introductory meeting to see if we are a fit for your speific situation, please contact us at 423-232-5017.

Outlook 2015 Spring Update








 

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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