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Our View of the Markets
Our View of the Markets

Overwhelmed with differing market views and economic outlooks?  Us too. Headline noise aside, here are some items worth noting with respect to our view of the markets. Current Valuation Themes Over-Valued: US Housing, Cryptocurrency, Lumber, Growth Stocks...

What’s In It For You?
What’s In It For You?

What To Expect From A Financial Advisor Does it feel like a dentist appointment or a valued partnership?  Does your advisor ask meaningful questions?  The person you hire to handle your finances should do more than manage your money. Before you skim the list below,...

Comparing Your Finances
Comparing Your Finances

How often do you find yourself comparing your finances to your neighbor's? Whether it's Halloween candy or your investment accounts, do you ask: Why don't I have what they have? Why don't they have what I have? Why are you not like me? Maybe it's hard to distinguish...

1099 Employee & Self-Employed Considerations
1099 Employee & Self-Employed Considerations

There are so many things to consider when you're working for yourself. Flexibility, autonomy, creativity, and ownership may come to mind, but what about the financial aspect? Let’s hash out two primary differences between being a W-2 vs. a 1099 employee (or...

Stock & Executive Compensation Plans
Stock & Executive Compensation Plans

This can be a confusing part of your compensation package.  So much so that it's often overlooked or executed via a sub-optimal strategy due to lack of education.  Let’s break down some key details related to stock & executive compensation plans: Employee Stock...

Year-End Tax Planning
Year-End Tax Planning

Don't Let Year-End Tax Planning Get You Down! So maybe taxes aren't exactly at the top of your list. But remember, don’t implement these strategies solely for tax purposes – year-end tax planning is part of holistic financial planning. Furthermore, with the Georgia...