It has been an eventful year, both here at home as well as in the wider world. With the election just concluded, Congress now faces the consequential task of addressing the expiration of the Bush… Read More
What is Investment Consulting?
In the most recent blog post, we covered our definition of wealth management, which entails the following three components: WM (Wealth Management) = IC (Investment Consulting) + AP (Advanced Planning) + RM (Relationship Management) In… Read More
March 2012 Newsletter
Recently, I was asked to begin writing for Forbes.com. I thought an interesting topic for my first article would be a focus on how a financial plan can help at different stages in one’s life…. Read More
What is Wealth Management?
If you’re seeking financial advice and fall into what the industry considers “high net worth” – typically over $1 million in investable assets – you’ll often be steered towards wealth management. However, in many instances… Read More
February 2012 Newsletter
Although it doesn’t feel like it, the calendar shows that it’s late February, and that means that most of us will be filing our tax returns in the next several weeks. We’ve mailed out all… Read More
November 2011 Newsletter
I hope you had a Happy Thanksgiving. I had intended on sending this out prior to the holiday, but as events in Europe unfolded I thought it would be more helpful to wait until things… 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
September 2011 Newsletter
The weather has turned pleasant here in Atlanta in the last week or so, and that has coincided with the beginning of what may be a systematic approach to European debt problems. Still, as with… Read More
August 2011 Newsletter
The first few weeks of August have brought a return to market volatility. We’ve sent out several notes on our thinking over the last few weeks, and in the initial article below, we bring you… Read More
Investing and Debt Ceiling Negotiations
In the most recent quarterly commentary, I noted that the vote on raising the debt ceiling could begin as soon as this past weekend. Unfortunately, that didn’t happen. Instead, talks between the House of Representatives… Read More