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Article website 2019 (1)

Your Emergency Fund: How Much is Enough?

Your Emergency Fund: How Much is Enough? An emergency fund may help alleviate the stress associated with a financial crisis.      Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then,…

Weekly topper 2019 5.20

Weekly Update: Turbulence due to Trade Tensions

In this week’s recap: tariffs and U.S.-China trade tensions once again become the talk of Wall Street, and U.S. stocks end up lower, week-over-week. Weekly Economic Update THE WEEK ON WALL STREET Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and indications that U.S.-China…

Weekly topper 2019 (8)

Weekly Update: Giant wave of IPOs Continues

In this week’s recap: domestic and international stocks sell off as higher tariffs go into effect for Chinese goods coming to the U.S., while the wave of notable initial public offerings continues. Weekly Economic Update THE WEEK ON WALL STREET As we noted recently, Wall Street has a wandering eye. Last week, it focused on…

Article website 2019

How to Take Charge of Your Financial Life, Atlanta

Taking Charge of Your Financial Life Delegating responsibilities to others may lead to problems down the road.   When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums…

Weekly Update: Indications of Thriving Economy

Weekly Update: Indications of Thriving Economy

In this week’s recap: the Federal Reserve stands pat on interest rates, key indicators show strength, and stocks end the week little changed. Weekly Economic Update THE WEEK ON WALL STREET Stocks were up and down last week, and the three major benchmarks ended up little changed after five trading days. The S&P 500 rose…

Weekly topper 4.29

Growth Surpasses Expectations

In this week’s recap: stocks come all the way back from their December lows, Q1 growth surpasses expectations, and earnings take center stage. Weekly Economic Update     THE WEEK ON WALL STREET Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic highs. The S&P gained 1.20%…

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Beware of Lifestyle Creep

Sometimes more money can mean more problems.  “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.   Frequently, the newly affluent are the most susceptible. As people establish themselves as doctors and lawyers, executives, and successful entrepreneurs, they see living well as…

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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…

Weekly topper 2019 (3)

Atlanta, 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…

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Do 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,…

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