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We are wealth managers assisting clients with managing their finances and financial planning. We review life insurance, long-term disability, college planning including 529s, investments including stocks, bonds and alternatives, retirement planning and more.
Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.
07/06/2026
A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.
Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.
06/29/2026
How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.
How Long Will Your Money Last? See how long a lump sum of savings could last based on your withdrawal rate and return.
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6111 Peachtree Dunwoody Road, F 101
Atlanta, GA
30328
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