Buy a Home Now or Wait for a Recession?

Buy a Home Now or Wait for a Recession?

A client recently asked my thoughts on buying a house “in this market.” The market in question is Atlanta, and for most neighborhoods here, it’s a seller’s market. Prices have risen a good bit over the last several years, and well-priced houses in popular areas go...
Regulation BI – Fiduciary Advisor Lite or Worse?

Regulation BI – Fiduciary Advisor Lite or Worse?

If you don’t think working with a fiduciary advisor is important, imagine going to a doctor for the first time and being told the doctor does not adhere to the Hippocratic oath. The doctor patiently explains that though he is a doctor, the professional...
Key Retirement Dates You Should know

Key Retirement Dates You Should know

Although we think of retirement as a specific point in time, it is really a process with key retirement dates that begin just before age 60 and end just after you turn 70. Understanding what those milestones are is vital in determining when you can retire and what...
Attribution Analysis – Assessing Investment Decisions

Attribution Analysis – Assessing Investment Decisions

In my most recent post, I began looking at how to determine how your portfolio was performing. For most investors, the primary aim is that their portfolio earns a long-term return that is high enough for them to meet their financial goals. We determine this target...