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Insights: Financial Planning, INSIGHTS

Football and Finance: Fundamentals take you to the goal

By: Kelly Clary, MBA

Strong fundamentals lead to success. Whether you want to score a touchdown or protect your family, fundamentals get it done. Be consistent – Don’t change your plans because of your ...

October 2nd, 2017 | Financial Planning, INSIGHTS Read More >

College: More than Just Football

By: Diana Contorno, HDP™

Ah, fall! Crisp air, crunchy leaves, pumpkin everything and our favorite sport at Warren Averett — college football. In the South, the topic of college football is everywhere, and I ...

October 2nd, 2017 | Financial Planning, INSIGHTS Read More >

2017 Second Quarter Investment Tip

By: John Cox, CFA, CAIA

Warren Buffett is unquestionably one of the greatest investors in the history of the United States stock market. While no one is right 100 percent of the time, his good ...

July 5th, 2017 | Financial Planning, INSIGHTS Read More >

Five Reasons Why You Need an Estate Plan

By: 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 | Financial Planning, INSIGHTS Read More >

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 >