Last week’s blog post covered a few lessons I’ve learned in investing, and in that post, I mentioned the ongoing work we have done on our investment beliefs and investment process. Many investment advisors reference… Read More
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management
I don’t write about investment management much, but that doesn’t mean it isn’t important – it is. In fact, aside from controlling spending and, by extension, saving, how you invest is the most important factor… Read More
What I Wish A Financial Planner Had Told Me
I didn’t begin my career as a financial planner. Although I always had an interest in finance, an early opportunity to work in the music industry and travel the world was too good to pass… Read More
Invest an Inheritance
As Atlanta financial planners, we work with clients who have received an inheritance. The process of receiving an inheritance is often fraught with emotion – on the one hand, the client has lost a loved… Read More
7 Things to Consider if Obergefell v. Hodges Affects You
One of the bigger Supreme Court decisions in recent years was that of Obergefell v. Hodges in which the court found it unconstitutional to ban same-sex marriage. The decision was announced a little over a… Read More
The Real Cost of Annuities
On the surface, annuities seem like a simple investment. The investment generally entails paying an insurance company a lump sum with the expectation that, at some point, the insurance company will begin making a string… Read More
Adding It All Up – The Cost of a Financial Plan and How to Save
The total cost of financial advice includes a number of items we’ve discussed in the last few posts. For clients who work with us those costs include: The hourly cost of the plan Cost for… Read More
The Cost of Investment Advice and Investments
The cost of investments is a key component of your financial plan. Regardless of whether you work with fee-only advisors or commission-based brokers, portfolio design is likely the largest cost of your plan. So how… Read More