Participate in Your Employer’s Retirement Plan

Jonathan Osborne, QKA

If your employer sponsors a retirement plan, you should strongly consider participating. This may read like simple advice, but it is also one of the most important and practical steps ...

April 7th, 2017 | Corporate Retirement Plans, Featured Articles, INSIGHTS, Uncategorized Read More >

Five Reasons Why You Need an Estate Plan

Ashley Tucker

Do you have a spouse, children or aging parents? What about investments or retirement savings? Do you own your home? If you answered yes to any of the above questions, then ask yourself ...

April 7th, 2017 | Featured Articles, Financial Planning, INSIGHTS Read More >

2017 First Quarter Report

Warren Averett Asset Management

Could we be in the late stages of the current bull market? Over the last eight years, the S&P 500 index has returned more than 300%. However, the tail end ...

April 7th, 2017 | Featured Articles, INSIGHTS, Market Commentary, Uncategorized Read More >

Warren Averett Asset Management and Kinsight Join Forces

Warren Averett Asset Management

With a shared vision of holistic financial planning, client commitment and independence, Birmingham-based Warren Averett Asset Management and Kinsight have joined forces to create the largest fee-only financial planning and ...

April 5th, 2017 | Firm News, In Focus, INSIGHTS Read More >

401(k) Complete Investment Quarterly Newsletter

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 Plans Read More >

Protect Yourself from Identity Theft

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

Warren Averett Asset Management

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, Uncategorized Read More >

How Much Insurance Do I Need?

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

Warren Averett Asset Management

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 | In Focus, INSIGHTS, Uncategorized Read More >

Funding My Child’s College

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 >