Truxton

Even for relatively wealthy people, Social Security will be a large portion of retirement income. Yet, most Americans have almost no insight into the amount and structure of their future benefits. In our latest commentary, Andrew May helps to paint a clearer picture of what your retirement benefits might look like. Read More: https://lnkd.in/gNxg34QG #TRUX #Truxton #socialsecurity

Ten years ago, Truxton opened its second office in Athens, GA. Today, we celebrate our continued success and future growth in the Georgia area. Many thanks to Kevin Brodrick and Tia Marrano for their years of hard work!

With graduation season upon us, many will enter the workforce looking for ways to showcase their strengths to potential employers.   In our latest piece, Truxton President Derrick Jones reflects on his time with the U.S. Navy, the importance of leadership, and the value of characteristics that go beyond the “knowledge” one may or may not possess. Read More: https://lnkd.in/gti2bTB6 #TRUX #Truxton #leadership

Private Credit is booming. Where did this growth come from and where are the opportunities in the market? In this piece, Philip Skipp looks at Private Credit in the Lower Middle Market and the role Truxton plays. Read More: https://lnkd.in/gQce4ix2 #TRUX #TruxtonCapitalAdvisors #TCA

This morning, Truxton Corporation announced its Q1 2024 #earnings. Highlights include: 🔺 Net income was $4.33 million in 1Q 2024, up from $4.29 million for the same quarter in 2023. 🔺 Truxton Wealth revenue in 1Q 2024 was up 15% compared to the first quarter of 2023 and constituted 96% of non-interest income. 🔺 Truxton will pay a quarterly cash dividend of $0.43 per common share on June 25, 2024, to shareholders of record as of June 11, 2024. See full financials here: https://lnkd.in/gZ7APFHK #TRUX #Truxton

The S&P 500 has slipped roughly 5% from its all-time-high mark and erased about half of the year-to-date gain. We believe a portion of the pullback may relate to escalating geopolitical tension. In our latest piece, Mitch Van Zelfden, CFA analyzes the impact these events could have on the capital markets and says that investors might want to think again about “singing the blues.” Read More: https://lnkd.in/g_qH-Drj #TRUX #Truxton #marketanalysis

Challenging characteristics of the deal-making environment have remained mostly unchanged. However, as we turn the page on 2023, a handful of positive indicators have come to light. Could this be a sign of brighter days on the horizon? To learn more about Truxton Capital Advisors, please reach out to Philip Skipp or Sam Scott. #TruxtonCapitalAdvisors #middlemarket

We are pleased to announce that Charles G. Mueller has joined Truxton's Board of Directors. Read more: https://lnkd.in/gnSdru9i #Truxton #TRUX

With a number of Tax Cuts and Jobs Act (TCJA) provision changes on the horizon (covered in a recent piece by Peter Deming, CPA), it is important to have a plan in place to mitigate potential estate tax burdens.   In a follow-up piece, Buck Patton, CFP®, CPWA® takes a look at several strategies that clients may want to consider to take advantage of the higher estate and gift tax (aka transfer tax) exemptions before they are halved at the end of 2025.   Read More: https://lnkd.in/g5Z9AXZs #TRUX #taxlaw #estateplanning

We are pleased to announce that the Truxton headquarters office will be relocating from our current 4525 Harding Road location to Burton Hills in the Green Hills area of Nashville in early summer of this year. "It was most important to us to find a headquarters building that would be both convenient and safe for clients and employees for at least the next twenty years," said Tom Stumb, CEO and Chairman at Truxton. “We believe that our new office will allow us to grow as an organization and elevate the level of service we provide to our valued clients.” The new headquarters, situated at 20 Burton Hills Blvd, Suite 200, is currently under renovation and will occupy the entire second floor of the building. Read More: https://lnkd.in/gsSqRfKv #Truxton #TRUX