Cryptocurrency, Blockchain, Initial Coin Offerings (ICOs), and tokens are hot buzzwords in the financial media world lately, and I get A LOT of questions about them. That said, I wanted to provide some easy-to-understand information and a few words of caution on this big trend. First and foremost, investors should […]

We had a great time at our monthly lunch & learn. Our own Shane Gaddy explored LPL Financial’s Outlook 2021. You may be pleased to know that although 2021 may offer similar market performance to 2020, which was a year of steady progress toward long-term investing goals, we believe it […]

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their abilities to break through firewalls, stealing valuable personal data and funds. What steps might you consider to help secure your valuable personal and financial data when banking online? Consider the following tips as important […]

I appreciate this opportunity to be the “guest blogger” for Strong, Gaddy, Lee Wealth Management. While their great team is helping you make plans and decisions about year-end investments, I wanted to touch on some charitable giving options you may consider, as well as how the North Georgia Community Foundation […]

As we approach the end of the year, it is a time many people think about making charitable gifts. It is an opportunity to support causes important to them and also reduce their taxes. We know charitable giving is an important piece of your overall financial plan, and our team […]

My wife, her mother, my mom, my sister, and many of you probably go shopping the day after Thanksgiving every year.  Why? That is usually when the best sales are happening, right?  You know it… and you can plan for it.  You actually get sale papers that will tell you […]

Wilderness guides tell us that the way to survive a bear attack is not to flee, but to face it down because you can’t outrun or out climb a bear. The same is true of a bear market. If you flee a bear market, your odds of coming out unscathed […]

LPL Financial recently released their MidYear Market Outlook for 2020. Check it out for updated views of the economy, stocks, bonds and the election and how all these play into the path to economic recovery, and gain some perspective on facing these challenges and preparing to move forward together. LPL […]

No matter how calm you try to stay, life is going to throw some stressful moments at you. It can really affect your focus on retirement planning or other financial goals. One day you might be stressing on the cost of braces or the cable bill. Other days you’re stressing […]

We often get asked about what makes a Certified Financial Planner™ different from a financial planner, and the difference is significant when it comes to choosing someone to manage all the pieces of your financial life. Financial planning requires looking beyond your investment portfolio at the bigger picture of the […]