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Ignore Elections — Focus on the Long Term
As 2019 draws to a close, we’ve started to field an increasing number of questions about the potential impact of next year’s U.S. Presidential election. Specifically, clients are concerned about the potential impact that specific candidates and the policies they’ve advocated may have on the...
Understanding the Mutual Fund Selection Process
For many of our wealth management clients, we gain exposure to certain asset classes through hiring mutual fund managers. With thousands of available options, selecting a mutual fund is a daunting task for many investors.
Employee Spotlight: Michael McLeod
As a Savannah native, Michael McLeod always felt a pull to get back to his hometown. Michael attended Washington and Lee University in Virginia, where he met his wife Bradley just a few weeks into their freshman year. After graduating, they decided to move to Atlanta, where Michael worked for a...