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Insights

Atlanta

Warren Averett Expands Into The Atlanta Market

By: Warren Averett Asset Management

Warren Averett Asset Management, LLC is pleased to announce the Firm’s expansion into the Atlanta market. With the addition of the Atlanta office, Warren Averett Asset Management now operates with ...

October 8th, 2015 | Firm News, INSIGHTS Read More >

Warren Averett’s Joshua Miller Obtains Chartered Financial Analyst Certification

By: Warren Averett Asset Management

Warren Averett Asset Management, LLC, is pleased to announce that Investment Analyst, Joshua Miller, CPA, CFA®  has been approved as a Chartered ...

October 2nd, 2015 | Firm News, INSIGHTSRead More >

China and the International Equity Markets

By: Christopher Driver, CFA

China’s mainland stock market (A shares), represented by the Shanghai Composite is down one third from its high, although still up 15 percent for the year-to-date period. The mainland market ...

July 30th, 2015 | Market CommentaryRead More >

Five Risks Retirement Plan Fiduciaries Face & How to Avoid Liability

By: Jack Adams, QPFC

Today, the main buzz words that often come up when discussing a retirement plan relate to a trustee or owner’s “fiduciary liability.” By acting as a trustee for your company’s ...

July 30th, 2015 | Corporate Retirement PlansRead More >

Roller Coaster - FL Asset Management

2015 Second Quarter Report: Sound and Fury

By: Melanie Nichols, CFA, CFP®

Despite all the drama we’ve experienced in the past few months, the second quarter of 2015 has brought us slightly positive returns in many of the U.S. and global indices. ...

July 23rd, 2015 | INSIGHTS, Market Commentary 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 >

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The NYSE Temporarily Halted Trading July 8

By: Christopher Driver, CFA

On Wednesday, July 8 the NYSE halted trading from 11:26am to 3:10pm EDT, all NYSE listed equities continued to trade on other venues. On any trading day there are a ...

July 10th, 2015 | Market Commentary Read More >

CNBC - Atlanta Asset Management

Warren Averett Recognized By CNBC And The Financial Times 300 List

By: Warren Averett Asset Management

Warren Averett Asset Management, LLC is proud to announce it has been ranked as one of the Top Fee-Only Wealth Management Firms in the country by CNBC. “We are excited that ...

June 19th, 2015 | Firm News Read More >

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June 2 Deadline: IRS penalty relief program for late retirement plan returns

By: Warren Averett Asset Management

Last year, the IRS announced the launch of a one-year temporary pilot program to help small businesses that have failed to timely file certain retirement plan returns. Now, the deadline ...

May 29th, 2015 | Corporate Retirement Plans Read More >

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2015 First Quarter Report: Stop Awaiting the Fed.

By: Melanie Nichols, CFA, CFP®

The first quarter of the new year brought us small positive returns in many of the U.S. and global indices, as well as more than the usual amount of anxiety ...

April 28th, 2015 | Market Commentary Read More >