When I was a kid, Roswell was but a small rural town about 25 miles north of Atlanta. Not at all the seamless expanse of Atlanta that it is today.…
Read More
In the realm of financial planning, a common misconception persists: the belief that you need significant assets before working with a financial advisor
Read More
Given my profession, I’ve often wondered,” What are the most commonly used words or phrases in finance?” What would you think? Money, the stock market
Read More
Seven weeks ago, I was standing in a rustic, beautifully decorated back room of a local restaurant, toasting my son and soon-to-be daughter-in-law on the eve of
Read More
By: Amy Kennedy – Does your financial advisor work at a Registered Independent Advisor (RIA) or a broker-dealer? Do you know the difference? If not, you are
Read More
What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempts to answer
Read More