U.S. Asset Management

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Retirement Resources

Is Your Advisor The Best One For You

Although investing has been a part of life for centuries, times change, and so does the environment.  What used to work may not produce the …

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Retirement Resources

The 2 most important things you need to reach your investment goals

I am often asked by people interviewing my company how to be successful at investing.  Most think the driving force is cost; whether it be …

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Retirement Resources

Are we wired to fail at INVESTING?

In a word, yes. This is your brain This is your brain on investing Investing is part of life.  How well you do it determines …

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Market Updates

Dow 22,000

A common concern we hear from investors today is that there is limited upside to investing, and people are concerned with the potential for another …

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High Net Worth Resources

Bourbon & Baubles

Join us for an EXCLUSIVE Event where we will taste a rare bourbon – Old Rip Van Winkle 10 year.  RSVP to Karen Karl at …

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High Net Worth Resources

Retirement Planning Success

Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.

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High Net Worth Resources

Estate Tax Reduction

Estate Tax Reduction Video Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite …

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Financial Advisory

U.S. Asset Management is a FINALIST

NEWS RELEASE 04/20/2017 U.S. Asset Management is a finalist in Gwinnett Chamber’s IMPACT Regional Business Awards Gwinnett County (METRO ATLANTA) GA – U.S. Asset Management has …

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Market Updates

Dow 21,000 – What’s Next?

March 27, 2017 The U.S. Stock market has, let’s be honest here, soared since the election from just under 18,000 on November 8th, 2016 to …

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Financial Planning Suwanee, financial planning Dacula
Retirement Resources

Financial Planning – It’s what we do

Financial Planning Success Your financial success depends on a well thought out financial plan that is updated annually. As your net worth grows, so do …

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financial planning Lawrenceville, financial advisors Braselton
Retirement Resources

Don’t let long term care costs destroy your retirement

When we construct a financial plan for our clients we always ask about long term care because we often hear concerns like “who will pay …

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mutual funds Suwanee, financial advisors Lawrenceville
Retirement Resources

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 and they are still popular …

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