Weekly Updates

ICYMI: Your Safe Retirement Withdrawal Rate - looking at how much you need to retire and whether the 4% rule is still viable. Minimizing Taxes ...

ICYMI: Investment Winners Rotate...and they're doing it again - A career that has touched four bull markets has taught me that not only do winners ...

ICYMI: Review: The Psychology of Money by Morgan Housel - review and key takeaways from a great personal finance book. _____________________________ Article on risk in ...

ICYMI: Understanding Sustainable Investing - Understanding sustainable investing by defining it, sharing why it’s pursued, and looking at different sustainable strategies and how they’re implemented. ...

Our team's look at how the Georgia Senate races could impact your portfolio. What the Georgia Senate Races Mean for your Wealth by Heritage Financial ...

ICYMI: Before and After Covid-19 – Before and after Covid-19 is a reflection on aspects of life since March I'd like to retain even as I cannot ...

ICYMI: My Favorite Books This Year - Here’s a list of the best four non-fiction and four fiction books I read this year. _____________________________ Key ...

ICYMI: Webinar Replay: 5 Portfolio Changes to Consider Now - My recent webinar shared a few major changes to the investment landscape this year and ...

ICYMI: Investing is as Easy as Losing Weight - Investing is simple, but not easy, just like losing weight. Eat less, move more forms the ...

ICYMI: Dangers of Investing for Income Today - Rates are low, but before you buy things like REITs and Preferred Stocks because of their extra ...