READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

Speculating During the Pandemic

May 2020  By: JARED HAMMERS, CFA
Speculating During the Pandemic
At a time when casinos around the country are temporarily closed due to COVID-19, Americans have found a new avenue for wagering: short-term trading in the stock market. In addition to stay at home orders, there have also been technological improvements that enable anytime access to trading...

Read More

Survivorship Planning Checklist

May 2020  By: MICHAEL McLEOD, CFP®, CTFA
Survivorship Planning Checklist
In many families, one partner takes a more active role in handling the finances than the other. Often, this division of labor stems from fear, time pressure or lack of interest. Regardless of the root cause, having one spouse exclusively handling family finances can put the other partner in a...

Read More

Planning for Retirement in the COVID-19 Age

May 2020  By: KYLE POWERS, CFP®, MBA, AIF
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.

Read More