Key Themes for 2017: What to Expect in the Year Ahead

As 2017 dawned, there was a stark contrast from the environment the world experienced one year before. Given 2016’s sharp turns in both the financial markets and the political cycle, we believe the world is on the cusp of some important changes. Globally, we see three prominent transitions that began in 2016 and will likely accelerate in 2017.

Beware the Ides of March? What Today’s Interest Rate Hike Means for the Economy

This afternoon, the Federal Reserve (Fed) announced its intention to raise interest rates another 0.25%, representing (merely) the third rate hike in almost a decade. So what does this decision mean for the broader economy and for client portfolios? For all intents and purposes, today’s interest rate hike was expected and supported by underlying fundamentals. […]

Successfully Navigate Tax Season with these Six Tips

With football season over (though many Atlantans are still mourning the outcome) and March Madness cranking up later this month, we seem to be in a bit of a lull. Though it did not arrive with quite as much fanfare as the others, we are in the midst of another season—tax season.

Financial Planning by Decade: Your 20’s

After two decades of relying almost exclusively on your parents to foot your bills, you may either embrace your 20s as a time for welcomed financial independence, or live in fear knowing that the buck truly does stop with you. Regardless of on which side you find yourself, there are a number of steps that you can proactively take to help set yourself up for financial success, both now and in the future.

2016: A Year that Began with a Whimper and Ended with A Roar

This is how future market historians may describe 2016. After global stocks posted their worst-ever start to a year, evidence emerged that the global economy would avoid a major slowdown. As a result, global stock markets recovered. By mid-summer, bond yields also began to rise from all-time lows, and we questioned whether and how stock markets could make further gains.

Will the Falcons, and Market, Rise Up?

As a firm with deep Atlanta roots, we hardly need another reason to cheer for the Falcons in this year’s Super Bowl—but just in case you’re still on the fence, we have one: the Super Bowl Indicator.

Getting Married? Five Financial Considerations Before Saying “I Do”

The holidays are a popular time for couples to get engaged. While nothing is quite as exciting as two people in love, a lot more goes into saying “I do” than flowers and a white dress. Entering into a marriage is a legal process, and it involves the joining of bank accounts, trust accounts, and properties. We offer five things that couples should discuss before their walk down the aisle.