Month: November 2018

Bulls, Bears, Elephants and Donkeys: Do Midterms Turn the Markets into a Zoo?

As we “go to press” with this newsletter, the midterm elections haven’t been held, and no one knows for sure what the outcome will be. The pundits put the chance of the Republicans keeping the Senate at about 71% and the chance of the Democrats taking the House at a slightly lower percentage, but still likely. Of course, there are many recent examples where these kinds of predictions not only missed the mark, but missed spectacularly.

“…Few can claim the ability to reliably predict elections – look no further than the Brexit vote and the 2016 US presidential election…,” Mike Ryan, Chief Investment Officer for the Americas, UBS Global Wealth Management pointed out. In fact, some pundits projected a 5% to 20% decline in U.S. markets if Trump was elected. As we know, predictions grabbed headlines, but those declines didn’t materialize.

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Atlanta Financial and Biggers Blackmon Join Forces

We are thrilled to announce that Biggers Blackmon, LLC, a wealth management firm formerly with offices in Eufaula, AL, and Atlanta, GA, will be joining our operations. The principals of the two firms came to know each other through a mutual association with Commonwealth Financial Services and enjoy a similar approach towards operations and customer satisfaction. Combined, we will unite more than 50 years of financial advisory services.

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Ten Year-End Tax Tips for 2018

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
1. Set aside time to plan
Effective planning requires that you have a good understanding of your current tax situation, as well as a reasonable estimate of how your circumstances might change next year. There’s a real opportunity for tax savings if you’ll be paying taxes at a lower rate in one year than in the other. However, the window for most tax-saving moves closes on December 31, so don’t procrastinate.

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Hear How Atlanta Financial Makes Life’s Journey Richer

Atlanta Financial TV is home to a variety of videos that allow clients and associates to obtain knowledge, insight and experience. Tune in to learn more about our approach to comprehensive wealth management.to comprehensive wealth management.

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