Insights & Thoughts
Gift Wrapped Generosity: Ways to Give This Year
As we head into the holidays, many people start thinking not only about gifts for loved ones, but also about supporting the charities they care...
Post Secure Act Inherited IRA RMD Rules – Clear as Mud
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks...
All the World’s a Stage…
Shakespeare wrote: “All the world’s a stage, And men and women are merely players; They have their exits and their entrances; And one man in his...
How the “One Big Beautiful Bill” Could Affect You
On July 4th, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Think of it as a complex sequel to the 2017 Tax Cuts and Jobs...
Whiplash
What a difference a few short months can make. Last quarter, we were lamenting the sharp stock market selloff triggered by the administration’s...
It’s Complicated
The administration’s trade war is officially in full swing. Since their sweeping tariff announcement, stocks have sold off roughly 13–15% —...
A Wrap Up of 2024 and What to Look Out For in 2025
2024 turned out to be another banner year for U.S. stocks. The S&P 500 led the overall market gaining 23% in 2024. This follows a 24% gain in...
Over the Hump
The big news this quarter occurred only a couple of weeks ago when after two and a half years, the Federal Reserve finally reversed course and cut...
Top Ten Starts
Except for a brief pullback in the early part of January, the stock market rally that started in late October continued to roll through the first...
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 30329
877.249.2629
