4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Share |

Related Content

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Financial Fixes: 5 Tips for Handling Inheritance

Remember that family reunion you wanted to forget?

Latest Blog Post

The Fed's Gymnastics: Can They Nail the Landing?

December 19, 2022

The tug-of-war between inflation indicators and "Fed Speak" continues to occupy investors attention. Can the Fed engineer a soft landing? Or will the confluence of uncertainty and tax loss selling undermine a nascent market recovery?

What a difference "two tenths" can make

November 11, 2022

Last month, we wrote about how we thought the Fed was being a bit too aggressive in its interest rate hikes. This month, we are seeing inflation declines show up in the CPI. Stocks and bonds rallied accordingly. What should investors do?

Out of pain comes a few attractive opportunities

September 29, 2022

After a brief Summer rally, stocks resumed their declines in September. In this note, we examine inflation, the Fed, and a few sectors that have recently become more attractive than they have been in years.

Office:	(404) 343-2026
Fax:	866-923-4249