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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…

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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,…

weekly 4.8 topper

Strong 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,…

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No 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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Atlanta, Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions Six overlooked tax deductions to help you manage your tax bill.   Who among us wants to pay the Internal Revenue Service more taxes than we have to? While few may raise their hands to voluntarily pay more taxes, Americans regularly overpay because they fail to take tax deductions for…

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FED Holds Interest Rates Steady

Weekly Economic Update In this week’s recap: the “yield curve” inverts for the first time this decade, the Federal Reserve adjusts its stance on interest rates, and the price of oil climbs.   THE WEEK ON WALL STREET Friday, the yield of the 3-month Treasury bill exceeded the yield of the 10-year Treasury note for…

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Yes, Young Growing Families Can Save & Invest

Yes, Young Growing Families Can Save & Invest It may seem like a tall order, but it can be accomplished.    Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day. Beyond today, you are probably working on another…

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Atlanta, Pros & Cons of Different Small Business Retirement Plans.

As a small business owner, you may want a better retirement plan – one that will let you and your key employees save much more for retirement. If the annual contribution limits on standard retirement plans disappoint you, you should know about these alternatives. Simplified Employee Pension plans (SEPs). A SEP allows your business to…

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