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Investing

Read more about the article The GameStop Debacle Explained
  • Post category:Investing

The GameStop Debacle Explained

I have had a lot of questions lately about what is going on with GameStop and what is causing the…

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Read more about the article Buy Low and Sell High, Right? WRONG!
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.
  • Post category:Investing

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…

Read MoreBuy Low and Sell High, Right? WRONG!
Read more about the article A Surprising Investing Lesson from the Great Depression
  • Post category:Investing

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…

Read MoreA Surprising Investing Lesson from the Great Depression
Read more about the article Losing Money AND Paying Taxes? There may be a better way
  • Post category:Investing

Losing Money AND Paying Taxes? There may be a better way

CPA’s listen up!  As you begin preparing tax returns, some of your clients may have lost money last year but…

Read MoreLosing Money AND Paying Taxes? There may be a better way
Read more about the article 3 Strategies for a Volatile Market
  • Post category:Investing

3 Strategies for a Volatile Market

When the stock market falls, it’s easy to worry about your investments and question your strategy.  Here are 3 strategies…

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Read more about the article Are we wired to fail at INVESTING?
Intelligence concept. 3D render.
  • Post category:Investing/Financial Advisory

Are we wired to fail at INVESTING?

In a word, yes. This is your brain Intelligence concept. 3D render. This is your brain on investing Asian man…

Read MoreAre we wired to fail at INVESTING?
Read more about the article Mutual Funds, What are They? David Cross, US-AM
  • Post category:Investing

Mutual Funds, What are They? David Cross, US-AM

What is a mutual fund? Mutual funds were invented over 100 years ago to serve the needs of small investors…

Read MoreMutual Funds, What are They? David Cross, US-AM
Read more about the article Bonds, what are they?
  • Post category:Investing

Bonds, what are they?

What is a bond? A bond is a loan.  How is that for simple?  Bonds are commonly referred to as “fixed-income”…

Read MoreBonds, what are they?
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