Category: News 2017

Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets.

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How To Manage Identity Theft After The Sweeping Equifax Hack

Would you be surprised to learn that identity theft is the fastest growing crime in America?1 In 2014, the year for which the latest figures are available, 17 million Americans had their identities stolen. With an average loss to the affected victim estimated at $2,000, that’s $25 billion in financial losses in the U.S. alone.

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Weathering The Storms, Financially Speaking

With stories of the many victims of Hurricane Harvey and Hurricane Irma dominating the news, we are reminded of the devastation natural disasters can bring. The loss of life and enormous economic loss are staggering. While we are largely powerless when faced with storms of this magnitude, there are still steps we can take to prepare for the unexpected. While most disaster preparedness focuses on physical survival, there are critical measures we should take to minimize the financial havoc a natural disaster could otherwise bring.

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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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