Posts by Scarlet Oak
The Importance of TOD & JTWROS Designations
The Importance of TOD & JTWROS Designations A convenient move that could ward off probate on your accounts. TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of survivorship – two designations that permit automatic transfer of bank or investment accounts from a…
Read MoreAtlanta, Earnings Season Starts Strong
In this week’s recap: stocks move sideways as earnings season gathers momentum, and retail sales jump. Weekly Economic Update THE WEEK ON WALL STREET A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated 0.08%, the Nasdaq Composite advanced 0.17%, and…
Read MoreDo Your Investments Match Your Risk Tolerance?
Do Your Investments Match Your Risk Tolerance? When was the last time you looked at the content of your portfolio? From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy,…
Read MoreStrong Jobs Report Spurs Positive Economic Week
In this week’s recap: stocks rise with help from a reassuring March employment report as well as news of further progress in U.S.-China trade talks. Weekly Economic Update THE WEEK ON WALL STREET Stocks posted their second straight weekly gain. The Dow Jones Industrial Average gained 1.17% in five trading days; the S&P 500,…
Read MoreNo Fooling Atlanta: Favorable News for The End of the Quarter and Mortgage Rates
In this week’s recap: stocks close out a great quarter, mortgage rates decline, and Wall Street awaits a wave of IPO action. Weekly Economic Update THE WEEK ON WALL STREET Stocks ended last week higher as volatility slowed, completing their best quarter since 2009. A Friday tweet from Secretary of the Treasury Steven…
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