The Benefits of Diversification
During times of US stock market declines and high economic uncertainty, there is no more valuable tool than good diversification. Diversification entails having a mix of different investments that include US stocks but also include several different investments outside of the US stock market. Many of these other investments can perform well when US […]
The Case of the Suitcase
Wendy and I had just landed at Paris Charles de Gaulle Airport on the way to Vienna for our first ever cruise. We each brough a carry-on bag out of our Delta flight and headed straight to the flight information display to find the gate of our connection. Charles de Gaulle Airport is very big […]
Getting Ahead of Financial Blind Spots – A Recent Client Case
There are many important financial strategies that must be considered and implemented well before retirement. The process of accumulating assets should never be put on autopilot—otherwise, many important decision points may be overlooked, potentially costing you the opportunity to create the best possible outcome for yourself and your family. The recent case below highlights a […]
The Many Important Financial Steps in Transitioning to Retirement – A Recent Client Case
Retirement is a monumental milestone—one that comes with both excitement and critical financial decisions. At our firm, we frequently assist clients with the many action items involved in transitioning to retirement. These decisions often touch on taxes, investments, insurance, risk management, and estate planning. Our client work highlights the importance of knowing how to navigate […]
The Power of 10
Wendy is always excited about Halloween and particularly loves having Trick or Treaters come to our house. In her bid to beat the rush, she purchased a bunch of candy about a week in advance not realizing that I would eat most of it in the ensuing days. On the day of Halloween, she was […]
The Halloween Plan
Wendy is always excited about Halloween and particularly loves having Trick or Treaters come to our house. In her bid to beat the rush, she purchased a bunch of candy about a week in advance not realizing that I would eat most of it in the ensuing days. On the day of Halloween, she […]
Running Out of Options
Wendy and I were taking a trip to Alma, a small town in South Georgia, to visit her aunt. The driving time was over 5 hours, and we needed to leave on a Friday evening. We therefore agreed to stay at a hotel along the way to avoid driving through the night. I wanted to […]
Cabin in the Woods – Know What You’re Getting Into
Wendy and I were starting our vacation at a friend’s cabin in the mountains of Blue Ridge Georgia. The roads through the mountains were windy and very narrow, so we wanted to get there well before sunset. While driving on a dirt road, we saw a marker with the cabin’s address pointing to the right. […]
The Wardrobe Malfunction
Wendy will correctly tell me that one of my biggest weaknesses is standard household chores. As such, she tries to make them as easy as possible for me, but she has learned that this is not a guarantee of successful execution. A past example happened when her dad was visiting us. Wendy wasn’t home at […]
The Value of 100,000
Wendy and I were on a trip to visit a client family reunion in South Georgia. Since there was going to be a lot of driving, we agreed to spend the night in Macon and make it a short weekend trip. As we were on the highway, I heard Wendy gasp. When she got my […]
