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Insights

Federal Reserve - FL Asset Management

The Fed finally increases rates. Why?

By: Warren Averett Asset Management

The Federal Reserve unanimously voted to begin their tightening cycle this week for the first time in nine years. The drivers for the rate increase are a fairly strong employment ...

December 29th, 2015 | Market Commentary Read More >

Jim Foster quoted in Atlanta Business Chronicle’s Financial Quarterly

By: Warren Averett Asset Management

In an article in the Atlanta Business Chronicle’s Financial Quarterly published on Nov. 27, 2015, Jim Foster provided insights on how the volatility in the stock market can create lucrative ...

December 3rd, 2015 | INSIGHTS, Market CommentaryRead 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 >

2015 Third Quarter Report: That Whooshing Sound

By: Warren Averett Asset Management

Many investors were glad to finally see the end of the third quarter, and most will feel like their portfolios are worse off than they actually are. That whooshing sound ...

October 23rd, 2015 | Market Commentary Read More >

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: Warren Averett Asset Management

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 >