Dow Jones Industrial Average Update
3/27/2025 Our latest assessment of the 1 year and 3 to 5-year potential return for the Dow Jones Industrial Average:…
USAM Daily Risk Analyzer
Source: Refinitiv We have and continue to be long-term investors with an eye on where we think stock prices could…
The GameStop Debacle Explained
I have had a lot of questions lately about what is going on with GameStop and what is causing the…
We provide [financial advisory services in Duluth, GA] with a fiduciary duty of care to act in your best interest and your investments are held with a nationally recognized custodian – not directly with our firm.
Buy Low and Sell High, Right? WRONG!
Nearly everyone has heard the old saying, “Buy low and sell high” but I believe that nugget of “wisdom” has…
A Surprising Investing Lesson from the Great Depression
I believe the Pandemic of 2020 will go down in history as a first ever economic event in the sense…
We have extensive experience in these areas and we work with some excellent legal and accounting [financial advisors in Duluth, GA].
Risks and Opportunities – 2020 – part 2
As I mentioned in the last article, we see limited upside potential for US stocks in 2020. Our estimate of…
Risks and Opportunities – 2020
Investment markets in the US performed well in 2019, but investing hasn’t been nearly as easy for stock pickers unless…
Equitable Divorce Settlements Should Include Intangible Assets
For most people, divorce is an emotionally exhausting process, and, without proper planning, the financial impact may be devastating. I…