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Insights

401(k) Complete Investment Quarterly Newsletter

By: Warren Averett Asset Management

Warren Averett Asset Management has released the Investment Quarterly Newsletter for 2016 Quarter Four. You can view the full newsletter here. ...

January 20th, 2017 | Corporate Retirement PlansRead More >

Protect Yourself from Identity Theft

By: Ashley Tucker

Identity theft is one of the fastest growing crimes in the country. As consumers, we must be armed with the tools and resources to prevent and/or remedy identity theft situations. ...

January 4th, 2017 | Firm News, INSIGHTS Read More >

The 2016 Rollercoaster Ride

By: Christopher Driver, CFA

You know you’re deep into a longstanding bull market when average investors are tuning into CNBC to see if the Dow Jones Industrial Average has finally breached the 20,000 mark. ...

January 4th, 2017 | INSIGHTS, Market Commentary Read More >

How Much Insurance Do I Need?

By: Joseph McNair, CFP®, JD, CPA

Insurance planning, often referred to as “risk management,” is an integral part of a comprehensive financial plan. The term “risk management” appropriately describes why insurance policies exist in addition to ...

October 11th, 2016 | Corporate Retirement Plans Read More >

2016 Third Quarter Report: The Bull Continues

By: Christopher Driver, CFA

In the third quarter, the markets once again confounded the instincts of nervous investors and went up instead of down. Fed Chairperson Janet Yellen told the world that the United ...

October 11th, 2016 | INSIGHTS Read More >

Funding My Child’s College

By: Joseph McNair, CFP®, JD, CPA

As comprehensive financial advisors, we frequently have the opportunity to help clients plan for the education of their children or grandchildren. One sentiment is almost universally true of those planning ...

August 3rd, 2016 | Financial Planning Read More >

2016 Second Quarter Report: The Shadow of Brexit

By: Christopher Driver, CFA

The first half of 2016 has been quite tumultuous, with the dismal first few weeks of the year, the surprising “Brexit” vote in the United Kingdom, and increased volatility across ...

August 3rd, 2016 | Market Commentary Read More >

2016 Retirement Plan Environment at a Glance

By: Warren Averett Asset Management

Changing Landscapes Medieval Europe’s nobility protected themselves from invaders with thick multistory walls around their houses, making their dwellings look more like military fortresses than houses for families. The more money ...

July 5th, 2016 | Corporate Retirement Plans Read More >

Brexit vote is to leave the European Union

By: Christopher Driver, CFA

Yesterday, the people of Britain voted for a British exit, or Brexit, from the European Union (EU) by a close margin (51.8% leave and 48.2% stay). The global equity markets ...

June 24th, 2016 | Market Commentary Read More >

Rising Stars of Money - FL Wealth Management

Gavin Gillison Named to Birmingham Business Journals Rising Stars of Money

By: Warren Averett Asset Management

Warren Averett Asset Management, LLC is proud to announce that Gavin Gillison has been named one of the Birmingham Business Journal’s Rising Stars of Money. The Birmingham Business Journal’s “Rising Stars ...

May 16th, 2016 | Firm News Read More >