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Posts Tagged ‘Atlanta Wealth Management’

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,…

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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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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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