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
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
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
June 2011 Newsletter
Summer is here, and as was the case last year, the market seems to be wavering a bit. One of the underlying causes for that is softer economic data of late, and in the first… Read More
May 2011 Newsletter
Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of… Read More
March 2011 Newsletter
It has been a tumultuous few weeks around the globe, and our thoughts are with all those affected. Several clients have raised questions about what the economic impact of events might be, and the first… Read More
February 2010 Newsletter
Tax season and the first hints of spring tend to arrive in concert here in Atlanta, and this year is no exception. After what has seemed an unusually harsh winter, the mercury is forecast to… Read More