Athens

297 Prince Avenue

Bottleworks, Suite 15
Athens, GA 30601

Athens

297 Prince Avenue

Bottleworks, Suite 15
Athens, GA 30601

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

How to Invest in LGBTQ+ Friendly Companies

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Where Is the Market Headed?

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

When Markets React

When markets shift, experienced investors stick to their strategy.

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