Local Financial Advisers Participate in Dave Ramsey’s Total Money Makeover Live
Banyan Rock & Talent wealth strategists participate in the Dave Ramsey Total Money Makeover Live event. The event offered valuable insight into personal investing, creating a game plan to get out of debt and how to invest with confidence. - May 28, 2010
Local Financial Adviser Offers Tips to Handle a Job Layoff
W. Landon Watts (www.LandonWatts.com), financial adviser for Raleigh-based wealth strategists Banyan Rock & Talent, offers five financial tips to utilize when handling a job layoff. - May 26, 2010
Tax Tips for IRA Contributions
With the tax deadline looming, W. Landon Watts, wealth strategist for Banyan Rock & Talent advises that there is still time to make donations to individual retirement accounts that may be able to reduce taxable income for 2008. - April 12, 2009
Gift Giving Can Help Family and Friends Now, Save on Taxes Later
With many people reeling from the recent financial turmoil of the last 12 months, tax-free gift giving offers a way for individuals to provide immediate and longer-term financial stability of friends and family. - March 12, 2009
Retirees Catch a Break from Congress
Dale Merritt, wealth strategist for Banyan Rock & Talent believes that retirees have caught a break with the government’s suspension of the required minimum distribution for 2009. - February 10, 2009
Banyan Rock & Talent President Named Co-Chair of Cary Ducks Unlimited
Michael Sterling is named co-chair of the Cary Chapter of Ducks Unlimited. He will be responsible for managing and coordinating fundraising events. - March 28, 2008
Local Wealth Strategist Achieves Certified Financial Planner Designation
Brant Spesshardt has completed financial planning and met the experience needed to use the certification marks CFP, Certified Financial Planner. - February 27, 2008
Wealth Strategist Landon Watts Partners with Independent Advisors
Landon Watts has teamed with Independent Advisors to work with clients to ensure they have affordable medical insurance coverage in order to prevent hardship as a result of a medical situation. - January 30, 2008
Raleigh Wealth Strategist Named President of Community Partnerships Board
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, has been named president of the board of directors for Community Partnerships, Inc. (CPI). - November 02, 2007
Landon Watts, Local Wealth Strategist, Attends Global Strategy Meeting
W. Landon Watts, a financial strategist, attended the Van Kampen Investments Global Strategy meeting in Chicago on September 6. - November 01, 2007
Raleigh Wealth Strategist Raises Money for Community Partnerships
Brant Spesshardt, a Raleigh-based wealth strategist with Banyan Rock and Talent, announced today that he will make a donation to Community Partnerships, a local non profit organization that supports those who live with disabilities and other challenges. Spesshardt is making the donation in honor... - August 08, 2007
Raleigh Financial Advisor Attends Berkshire Hathaway’s Annual Meeting
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today that he attended the 2007 Berkshire Hathaway Annual Shareholder's Meeting. This is the third consecutive year Sterling has attended the largest shareholder meeting... - August 08, 2007
Local Wealth Strategist Achieves Mortgage Specialist Designation
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announced today that W. Landon Watts, a financial strategist, added the Mortgage Specialist designation to services provided through AIG Bank Mortgage Solutions. Watts has achieved... - May 03, 2007
Banyan Rock & Talent Wealth Strategist Joins Network of Socially Responsible Investment Advisors
Darron Stover announces today that he has become a member of First Affirmative Financial Network, a network of socially responsible investment (SRI) advisors. - April 16, 2007
Banyan Rock & Talent Announces New Vice President
Michael Sterling, president and CEO of Banyan Rock & Talent, a Raleigh-based collaboration of wealth strategists, announces today the addition of Steven Canali as vice president. This addition to the staff represents the firm’s philosophy of strength, growth and diversification through... - April 12, 2007
Banyan Rock & Talent Wealth Strategist Inducted to Chairman’s Council
W. Landon Watts, a financial strategist with Banyan Rock & Talent, has been inducted to the Van Kampen Investments Chairman’s Council. - April 09, 2007
Banyan Rock & Talent Celebrates 21st Anniversary
Banyan Rock & Talent celebrates continued success despite trends that have caused many similar financial institutions to merge, change names or go out of business in the past two decades. - April 05, 2007