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2024 Market Commentary - Bull vs. Bear

January 2024  By: JOEL GOODMAN, CFA
2024 Market Commentary - Bull vs. Bear
Like most investors, we were pleasantly surprised by the resilience of the economy and performance of the markets in 2023. A year ago, 80% of macroeconomists were predicting a recession for 2023, and investor sentiment was decidedly bearish following the poor performance for stocks in 2022, their...

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End-of-Year Action Items for Investors for 2023

December 2023  By: KYLE POWERS, CFP®, MBA, AIF
End-of-Year Action Items for Investors for 2023
As the end of 2023 approaches, there is still time to make impactful decisions to position your savings strategy for success. Taking a few important steps in December can help to maximize your goals for 2023 and ensure that you’re entering the New Year ready to make the most of your financial plan.

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How to Make a Big Impact Locally with Year-End Charitable Giving

December 2023  By: MALCOLM BUTLER
How to Make a Big Impact Locally with Year-End Charitable Giving
As seen in The Savannah Morning News on 11/21/2023. American billionaire, investor and philanthropist Warren Buffet once observed: “If you’re in the luckiest one percent of humanity, you owe it to the rest of humanity to think about the other 99%.” If you’re fortunate to be in a position to donate...

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Putting Your Cash To Work

November 2023  By: SCOTT McGHIE, CFA
Putting Your Cash To Work
In response to 11 Fed interest rate increases since March 2022, savers should reconsider the wisdom of “parking” cash in a traditional bank savings account and explore investment options that carry relatively low risk in today’s higher interest environment. The rise in interest rates offers...

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Managing Risk

October 2023  By: MICHAEL McLEOD, CFP®, CTFA
Managing Risk
Since the birth of our nation, risk has been a fundamental component of our free market system. As fiduciary advisors, helping our clients prudently manage risks is a key part of our responsibility. The process of evaluating and managing risk is not a simple task, however, and over time various...

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Strategic Options for Education Savings

August 2023  By: BESS BUTLER BRUNSON, CFP®
Strategic Options for Education Savings
One of the best gifts you can give your children or your grandchildren is to plan ahead to help reduce their student debt burden in college and beyond. Nearly 44 million Americans have student loans valued at more than $1.57 trillion, as of August 31, 2023, according to the New York Federal...

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Estate Planning Mistakes to Avoid

July 2023  By: MALCOLM BUTLER
Estate Planning Mistakes to Avoid
According to Caring.com’s 2023 Wills and Estate Planning Study, 60% of Americans have a retirement account, but only 34% of Americans have a will. Estate planning is one of the most important strategies for our clients when it comes to long-term financial planning. Your estate plan should...

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The Impact of the S&P Tech Industry Concentration

July 2023  By: JARED HAMMERS, CFA
The Impact of the S&P Tech Industry Concentration
The technology industry has gained significant stock market influence since the widespread use of the internet in the mid-to-late 1990s. Many investors recall the initial "dot-com bubble" of the late 1990s, the highly speculative exuberance that followed from investors chasing fads, and the...

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Nurturing Financial Responsibility

June 2023  By: JUSTIN KOHLER, CFP®
Nurturing Financial Responsibility
In a world where financial literacy and responsible money management skills are becoming increasingly vital, many families and individuals understand the importance of safeguarding assets which have been diligently saved and invested over a lifetime. As you consider your legacy, one question may...

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Understanding the Laws That Protect Your Assets

May 2023  By: JOEL GOODMAN, CFA
Understanding the Laws That Protect Your Assets
The failure of First Republic Bankthis week marked the third major bank collapse in the past two months, following the demise of Silicon Valley Bankand Signature Bank in March. Combined, these three institutions had roughly $530 billion in assets and represented the largest bank failures since...

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