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Insights: Financial Planning

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 >

How to React to a Volatile Market

By: Joseph McNair, CFP®, JD, CPA

Often referred to as “The Father of Value Investing,” Benjamin Graham says in his book The Intelligent Investor, “The investor's chief problem - and even his worst enemy - is ...

October 26th, 2015 | Financial Planning Read More >

Risk Reward Analysis - Atlanta Asset Management

Are You Taking Appropriate Risks?

By: Joseph McNair, CFP®, JD, CPA

Following the Great Recession of 2008, many retirement plan investors, particularly young investors, have made very conservative investment decisions in their retirement plans, if they have invested at all. The ...

July 23rd, 2015 | Financial Planning Read More >

Goals for a New Year

By: Joseph McNair, CFP®, JD, CPA

Over the last couple of quarters, we have looked at Jocelyn Black Hodes’s article, 10 Things Rich People Know That You Don’t.  As we roll into a new year with ...

January 21st, 2015 | Financial Planning Read More >

“The Streak”

By: Warren Averett Asset Management

Looking back on 2014, the “Year of the Horse,” most investors will exclaim it was a great year for the U.S. markets, as both stocks and bonds rose. Keeping with ...

January 21st, 2015 | Financial Planning, Market Commentary Read More >

“When Doing Nothing is Doing Something”

By: Warren Averett Asset Management

We are at the mid-year point of 2014, the “Year of the Horse,” and although the stock market isn’t “racing” like it did last year, most accounts are faring well. ...

July 25th, 2014 | Financial Planning Read More >

Why Put Off Until Tomorrow What You Can Do Today?

By: Joseph McNair, CFP®, JD, CPA

Ever wonder what you are not currently doing that perhaps you should be? Jocelyn Black Hodes recently wrote an article in The Wall Street Journal’s Market Watch entitled “10 Things ...

July 25th, 2014 | Financial Planning Read More >

Can I Still Withdraw 4% Per Year?

By: Joseph McNair, CFP®, JD, CPA

We often hear the phrase “a good rule of thumb” without giving much consideration to whether the rule is actually a “good” one or not. Traditionally, one such rule of ...

September 25th, 2013 | Financial Planning Read More >