Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are Atlanta based fee-only financial advisors and we have fiduciary responsibility to our clients, so we accept no referral fees and sell no commissionable products.

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Realistic Investment Expectations

Bear markets are a preoccupation for many investors and they are one of the primary reasons that the idea of timing the market is attractive. But the reality is that bear markets are the exception and not the norm. The market has risen on average 2 out of every 3...

Alternatives to Market Timing

In last week’s post, I walked through the challenges of market timing strategies in investing. The buying low and selling high that characterizes an ad-hoc approach doesn’t work, and it can be tough to stick with a more formal market timing strategy. Finally, there is...

Market Timing

I’ve begun reviewing what happens in market downturns in client meetings. It isn’t because I believe a bear market is just around the corner, but rather because it has been nearly 10 years since the last one. And while market expansions don’t have an expiration date,...

ATLANTA
NAPFA Registered Financial Advisor
ST. SIMONS