Lisa Matthews’ Post

We’re here to have meaningful conversations— not just about money, but also about the things that bring a real sense of purpose to your life. bit.ly/3VW7g1B

Gain valuable insights into the current state of the economy. Our analysis delves into crucial aspects such as GDP, employment, and Federal Reserve policy. Check out the latest edition.

Marietta Lee is the CEO of the company her grandfather founded in 1948, but her road to the C-Suite had many twists and turns. Hear this intriguing story of family business succession and unexpected pivots in Episode 22 of our podcast, I’ve Been Meaning To Do That. https://bit.ly/4gWH7K0

Each month, Market Navigator provides our current analysis and views on the economy, and equity & fixed income markets. Read it now.

What will happen to your digital assets when you’re not here to manage them? Here’s how to make a plan. https://bit.ly/3n0lhhI

I am very proud of Truist's platinum sponsorship of the East Coast Estate Planning Council and the upcoming dinner reception. If you are interested in learning more or attending please reach out. #Truist

Preserving your family’s legacy starts with empowering your family members. Learn the difference between private wealth and family wealth—and why it matters. https://bit.ly/3VTeOlI

For athletes, optimism and overconfidence are a winning combination. But it doesn't work that way with investing. Learn why a team approach works for our pro athlete clients.

I’m proud to work for a company that recognizes the talent disability communities offer. #NDEAM

Teach your teen how to make the most of their first paycheck, build a budget, and find smart ways to save for college. These ideas help you get the conversation started. #MoneyAndMindset https://bit.ly/4dTkJzr