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Insights

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 >

Retirement Accounts - FL Wealth Planning

Untangling the Maze of Retirement Accounts: What is a Roth?

By: Joseph McNair, CFP®, JD, CPA

There are numerous types of “qualified” retirement accounts—too many to tackle in an article that you will enjoy reading. But one frequent question regarding retirement accounts is, “What is a ...

April 19th, 2016 | INSIGHTS Read More >

2016 Report - FL Asset Management

2016 First Quarter Report: A Roller Coaster Ride

By: Christopher Driver, CFA

The first quarter was a roller coaster ride, with stocks experiencing a decline of 11% by mid-February and then climbing back to end the quarter where they started the year. ...

April 19th, 2016 | INSIGHTS, Market Commentary Read More >

Market Recovery - FL Financial Planning

Market Recovery—For How Long?

By: Christopher Driver, CFA

On March 1st, the S&P 500 was up over 2%, the highest one-day return in a month. Analysts attribute the rise to a variety of economic news that suggests the ...

March 2nd, 2016 | Market Commentary Read More >

Investment Management - FL Investment Management

Weathering the Storm

By: Christopher Driver, CFA

Equity markets have been unusually volatile so far in 2016. Plunging oil prices, slowing growth in China and the uncertainty of Federal Reserve rate increases have all pushed equity prices ...

February 12th, 2016 | Market Commentary Read More >

How to Drive Your Portfolio Higher

By: Christopher Driver, CFA

“The most powerful force in the universe is compound interest.”   Albert Einstein In the 1780s, Benjamin Franklin donated $5,000 to his two favorite cities, Philadelphia and Boston, to be ...

January 25th, 2016 | INSIGHTS, Market Commentary Read More >

2016 Investing - Atlanta Family Office

2015 Fourth Quarter and Year End Report

By: Christopher Driver, CFA

In the year just past, we experienced many things—a prelude to a presidential election, a renewal of terrorist concerns, and wild weather patterns. In the investment markets, despite some entertaining ...

January 25th, 2016 | INSIGHTS, Market Commentary Read More >