After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—some investors are starting to wonder if we’ve seen all that this expansion and bull market have to offer. We believe there’s more room to run, thanks to strong corporate profits and continued fiscal stimulus in the […]
While planning for retirement, our clients often ask us what steps they should take to ensure a secure and reliable financial future as they grow older. The answer is simple, be proactive about your well-being. Just like saving for retirement, you must actively make an investment in your body when […]
What led you to pursue a career in financial planning? My father played a big role in my interest in the stock market and ultimately helped me open my first trading account at the age of 14. As I grew and learned more about the industry, I pursued a career […]
What does giving to charity mean to you? Perhaps you think of dropping your change into a can at a local shop or placing a few dollars into a Salvation Army kettle during the holidays. Maybe you’ve bought Girl Scout cookies or donated clothing to a local relief organization. Opportunities […]
Sunday, September 23, 2018 I completed my first half Ironman. Only a few years ago, I thought this was impossible. But, on that Sunday for 33 minutes I swam 1.2 miles in the Savanah River, for 2 hours and 57 minutes I rode a bike for 56 miles around Augusta, […]
As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there’s no better time for tax planning than before year-end. That’s because there are a number of tax-smart strategies you […]
After 29 years in the industry, Charlie shares how he entered the field, navigated the highs and lows and how he plans to spend his free time. Why did you choose to enter this field? What about financial planning interests you? Entering financial services was almost by accident. My brother […]
Tax deadline is April 17, 2018. Let us know how we can help!