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Special Update: Quarterly Report

Friday, September 28, was the last trading day in 2018’s 3rd quarter, and the S&P 500 posted its strongest quarterly return in nearly 5 years.[1] The Dow also showed impressive returns by beating expectations for the quarter, while the NASDAQ notched record highs against 2017 numbers. For the quarter, the S&P jumped 7.2%, the Dow increased…

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New Records and Changes

Last week brought new tariffs and data, and another look at changes coming to equity classifications. Overall, the S&P 500 gained 0.85% and the Dow was up 2.25%, while the NASDAQ dropped 0.29%.[1]International stocks in the MSCI EAFE had sizable growth, posting a 2.89% increase.[2] A Look Back: Last Week’s Tariffs and Mixed Housing Data…

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Everything You Need to Know About Life Insurance

Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you will not be around to address the concerns of your loved ones in the event of your death, you may want to ensure their financial welfare is secure. You may want to provide a legacy of sorts…

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What Does the Required Minimum Distribution Mean?

You spent decades saving for retirement. A long time ago, you understood and took to heart the advice about the importance of your retirement savings. You’ve just turned 70, and you’re proud of your financial achievements. You worked hard; you sacrificed, and now you’re retired and doing well enough so that you don’t have to…

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Stocks Up as Milestone Passes- Georgia weathers the storm.

Last week, the East Coast prepared for Hurricane Florence, which roared through the Carolinas and Georgia. As investors kept their eyes on the weather and its potential for destruction, estimates emerged of up to $27 billion in hurricane damage. This potential for damage contributed to insurance companies in the S&P 500 declining last week.[1] While the…

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A Shaky Start to September- Here’s what you need to know Atlanta.

Domestic markets fell last week due to negative trade news and declining tech stocks, with the S&P 500 and Dow both breaking their multi-week winning streaks. Meanwhile, the NASDAQ posted losses for 4 days in a row for the first time since April and experienced its worst September start since 2008.[1]Overall, the S&P 500 lost…

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The Bull Market Continues

Last week marked a noteworthy milestone in our economy: On Wednesday, August 22, the bull market entered its 3,453rd day, the longest such run in U.S. history. In the past 9 plus years, domestic indexes have come quite a ways since the dark days of the financial crisis. The S&P 500 is now more than…

Atlanta home buying assistance programs

Downpayment Assistance Programs in Atlanta

Buying a home is part of the American dream, and plenty of people living in and around Atlanta hope to purchase a home of their own someday. That day could be closer than you think, if you take advantage of one of the many programs available to help with the down payment. Coming up with…

How to profit in Atlanta

Profit from A Conservative Administration in Atlanta

While your long-term investment strategy shouldn’t change every four years, you may be able to maximize financial growth by investing in stocks that stand a good chance of winning out in the short term through tax policy, legislative changes, and other political actions. With a Republican administration in charge of Washington, it’s a good idea…

How to buy a new Car in Atlanta

How to purchase a car in Atlanta

Purchasing a Car in Atlanta? We have provided this Step-by-Step Guide. Buying a new or newer vehicle can be daunting, since it’s one of the bigger purchases many people make. If you want to minimize costs, consider these steps. Do Your Homework Trade-In or Private Sale: Bring your existing car to CarMax or AutoTrader to…

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