Insights & Thoughts
Theft by Another Name
It seems every year the markets have some economic theme that dominates the news and drives volatility. These themes always vary in topic but are...
It was the best of times. It was the worst of times.
What a difference a year makes. This quarter wraps up almost exactly a year since the whole COVID thing came on to the scene. During that stretch of...
Spring Clean Your Estate Plan
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a...
GameStop Mania
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...
Charitable Gifting: Thinking Outside the Box
The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code,...
Who’d a Thought?
Despite all the terrible news from this past year, the U.S. stock and bond markets ended at all-time highs fueled by the largest government stimulus...
When the Government Runs it All
The third quarter was relatively calm compared to the first half of the year. The second quarter’s rebound from the March lows has largely held firm...
Back to School, Covid Style
These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around...
Big IRA Changes for 2020
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...
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
