Our Team Accolades

We are honored to share that our team has been named to the 2025 Forbes “Best-in-State Wealth Management Team” list in the State of Georgia, published on January 9th, 2025. These accolades are confirmation of our commitment to counsel and educate our clients about ways to achieve their most cherished life and financial goals. It is truly an honor and a pleasure to serve you. Please click here to check out the full list. 

2025 FORBES Best-In State Wealth Management Team Published 1/9/25, rankings based on data as of 3/31/24

We are honored to announce that Mike has been included again in this year's Best In State Wealth Advisors list for the State of Georgia! This year was our best ranking ever, and you can check out the full list here.

2025 FORBES Best-In State Wealth Advisors. Published 4/8/25, rankings based on data as of 6/30/24

Client's Corner by Nick Murray

THE ESSAY YOU'RE READING WAS DRAFTED ON SUNDAY NIGHT, APRIL 20.

That’s about par for the course: these little missives that your financial advisor sends along to you are usually prepared about ten days prior to the end of a month. They are in no way meant to be a “market letter” of any kind. Rather, they attempt to offer a sort of perspective that may largely be missing from the firehose of economic and financial data (with commentary) to which you are subjected 24/7.

Here’s an example...

(click here to view the article).

All That Matters: Weathering a Storm

In our latest episode of All That Matters, Mike & Ross tackle the challenges of a stormy market, providing an overview of how investors should view the coming months.

Click here to view their discussion.

It’s Possible to Profit From Patience

It’s nearly impossible to time the market and identify its peaks and troughs. If history is any guide, short-term drops in the stock market are typically followed by longer-term rallies.

(click HERE for full article)

Odds & Ends

• • Ross Mayfield, Baird Private Wealth Management's Investment Strategist, addresses the overarching topic of Déjà Vu, Taxes, Dollars, International, Chips. Current market volatility is inflamed by the recent news headlines, Ross addresses some of the misconceptions.
    (click Here to view the article)
  • First Trust's Blog, Three on Thursday, focuses on a topic that is relevant to the current market volatility, the details of U.S. Federal Debt Ownership.
    (click Here to view the article)