Insights & Thoughts
Which Boats Are in The Lock?
A rising tide is supposed to lift all boats. But that wasn't really the story in the markets during the third quarter. The S&P 500 rose about...
A Salve for the US Economy: The Integrity of the Fed
Could an interest rate increase lead to lower borrowing costs? It’s all about integrity. A few weeks ago, I wrote about Kevin Warsh’s new approach...
Thoughts on Rates and the Fed
I like Kevin Warsh, the newly appointed Chairman of the Federal Reserve (the Fed). I liked Jay Powell, too. They are both clearly smart....
AI: Beyond the Buzzwords
Artificial intelligence (AI) is everywhere. News stories discuss large language models (LLMs), hyperscalers, chipmakers, data centers, and...
Playing the Long Game
With the World Cup capturing attention this summer, it’s a good reminder that championships aren’t won in the opening minutes -- or even in the...
Countdown to SpaceX: Will Your Funds Own It?
With SpaceX expected to complete its initial public offering (IPO) this month, many investors are asking a simple question: Will I own SpaceX in my...
Miles, Points, and Perks: Are They Worth It?
With summer around the corner, vacations are on everyone’s mind — and so is the question of how to pay for them. I’m headed to Canada next week and...
To Trust or Not to Trust
Hamlet’s famous soliloquy begins, “To be or not to be, that is the question.” As we approach retirement and think about what our “fourth quarter”...
Stay the Course
The first few months of 2026 didn’t unfold the way many expected. Markets tend to like predictability, but in reality, surprises are common. Periods...
A DIFFERENT
APPROACH
We think of planning for retirement as a timeline and a series of stages.
HOW
WE HELP
Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.
WHAT SETS
US APART
Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.
GET TO
KNOW US
Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.
Are You Ready to Partner With Us?
Getting started is simple.
We believe in building relationships.
Let us be your partner on the journey to financial independence.
ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30339
877.249.2629
