The financial news has been filled with stories of huge gains in some of the most obscure stocks and battles between Wall Street titans and the proverbial little guy over these trades. Regulators and politicians have also started to chime in on action. So, what’s this...
These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around metro Atlanta are currently operating on a virtual only platform. My girls are currently in week 5 and thankfully many...
Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....
My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population. Many of you have probably used the site Equifax created to check and see if...
You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was passed by the House on October 28th and among other things, it eliminates two popular Social Security strategies that we...
There are probably only five people in the entire country that aren’t shocked by the election results this morning. This election cycle has been particularly contentious but in typical fashion, half the country is happy today, and the other half in deep despair. I’m...
The British people just voted to leave the European Union. In response, global stocks are staging a huge sell-off. Similarly, U.S. Treasuries rallied as investors sought safety. The short-term market response to the vote seems universally negative, but does that mean...
We think of planning for retirement as a timeline and a series of stages.
Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.
Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.
Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.
Are You Ready to Partner With Us?
We believe in building relationships.
Let us be your partner on the journey to financial independence.
300 Galleria Parkway
Atlanta, GA 30329
924 Riverchase Parkway
Birmingham, AL 35244