I appreciate this opportunity to be the “guest blogger” for Strong, Gaddy, Lee Wealth Management. While their great team is helping you make plans and decisions about year-end investments, I wanted to touch on some charitable giving options you may consider, as well as how the North Georgia Community Foundation […]

As we approach the end of the year, it is a time many people think about making charitable gifts. It is an opportunity to support causes important to them and also reduce their taxes. We know charitable giving is an important piece of your overall financial plan, and our team […]

My wife, her mother, my mom, my sister, and many of you probably go shopping the day after Thanksgiving every year.  Why? That is usually when the best sales are happening, right?  You know it… and you can plan for it.  You actually get sale papers that will tell you […]

Wilderness guides tell us that the way to survive a bear attack is not to flee, but to face it down because you can’t outrun or out climb a bear. The same is true of a bear market. If you flee a bear market, your odds of coming out unscathed […]

LPL Financial recently released their MidYear Market Outlook for 2020. Check it out for updated views of the economy, stocks, bonds and the election and how all these play into the path to economic recovery, and gain some perspective on facing these challenges and preparing to move forward together. LPL […]

No matter how calm you try to stay, life is going to throw some stressful moments at you. It can really affect your focus on retirement planning or other financial goals. One day you might be stressing on the cost of braces or the cable bill. Other days you’re stressing […]

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all the pieces of your financial life. Financial planning requires looking beyond your investment portfolio at the bigger picture of the […]

Scammers, fraudsters, and other criminals are taking advantage of rapidly changing data and facts associated with COVID-19, both in the workplace and in our homes. Government agencies, corporations, and news outlets continue to warn individuals to be mindful of increased fraudulent activities during these uncertain times. These scams, which can […]

That is the cry of many investors to their advisors at times like these. No, I am not talking about just the Coronavirus times but anytime the market takes a severe and quick drop. Certainly, the S&P 500 down more than 25% within a month is disturbing to us all, […]