Wealth Management Blog
How Tariffs and AI Are Reshaping Business Strategy
Each month, the Federal Reserve Banks publish regional economic surveys that offer a real-time window into what businesses are experiencing. These reports often highlight the evolving pressures and opportunities that shape strategic decisions. In its most recent release, the Dallas Fed turned its attention to two timely topics: tariffs and artificial intelligence (AI). The findings [...]
Choosing the Right Atlanta Financial Advisor for Your Needs
Finding the right financial advisor in Atlanta isn’t just about investment performance—it’s about selecting a trusted guide who aligns with your values, understands your goals and builds a plan that works for your life today and in the future. Whether you’re approaching retirement, navigating a business exit or building generational [...]
Four Economic Forecasts for 2025: What Small Business Owners Need to Know
What does 2025 hold for your financial future? Four key economic forecasts shed light on the trends ahead: AI-driven productivity gains, stronger stock outlooks, shifting inflation targets and a less intrusive government. Here’s what these mean for you. Forecast #1: A New Era of Productivity Boosts Corporate Earnings AI is [...]
Truths of Government Spending: What It Means for Your Financial Future
Government spending remains a key topic in 2025—from infrastructure investments to deficit debates. Here’s what these trends mean for your financial future with three truths to guide your planning. Truth #1: Government Spending Isn’t “Free” Your hard work and discipline power your business, not handouts. When the government spends beyond [...]
Mid-Year Market Review
The first half of 2020 was quite a rollercoaster ride for the financial markets. The S&P 500 reflected the unparalleled drop in economic activity during the first quarter with a sharp decline (-19.5%). It was the fastest peak to bear market drop in history. Fortunately, the country began moving out [...]
What to Expect from Social Security in 2020
The Secure Act has dominated recent headlines; however, the Social Security Administration has released the changes for 2020 and they are just as impactful. Below is a quick overview of what to expect for this year. You are receiving a raise! Social Security checks are increasing by 1.6% this year. [...]
The Year No One Expected
The books have closed on 2019 and it was one for the ages. When the dust settled, the S&P 500 closed the year up 31%. A great year by any measure. The economic recovery that began in July, 2009 finished its 10th year and is now the longest running economic [...]
It Could Have Been Worse!
The market was crazy fickle this month with multiple rallies and declines packed within a mere four-week period. Blame it on news related to world economic growth slowing, the Fed’s next rate decision or the US / China trade talks. By month’s end, participants should be glad the market only [...]
One for the Record Books!
Barring some unforeseen event, the current economic expansion will become one for the record books next month. According to the National Bureau of Economic Research, the expansion beginning in July, 2009 has run exactly 10 years (120 months) matching the 1990’s expansion as the longest on record. By the end [...]
