What is Investment Consulting?

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 this post, we’d like to cover the...
Investing and Debt Ceiling Negotiations

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 and the White House broke off on Thursday...

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 climb into the 60’s over the next several days even as many of you are...