Estate Planning For Life!

October 2017  By: JULIA BUTLER, CFP®, JD, MBA

Estate planning is really “transfer planning.” It is an ongoing exercise of planning how you accumulate, conserve, and distribute your assets during life, at death, and beyond. There are both financial and non-financial reasons to plan. These range from minimizing income and estate taxes, preserving business value, maximizing benefits for a surviving spouse, protecting against…

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Investment Approach Revisited

October 2017  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA, ALEX MORRIS, CFA, MBA

The S&P 500 continued its march higher in the third quarter and has now increased by 14% (including dividends) in 2017.  International markets have reported even better results, with the MSCI World index (ex-U.S.) climbing 21% over the same period. This marks the continuation of eight bountiful years for investors since the end of the…

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All-Weather Portfolio Construction

October 2017  By: MALCOLM BUTLER, JD

It seems that there has been an increase in severe weather these days including floods, fire, and wind. In Savannah, we suffered a direct hit from Hurricane Matthew last year and endured a mandatory evacuation this year due to Hurricane Irma. Hurricanes are a constant threat during the summer and fall, and we have learned…

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