Category: News 2018

Quiz: Financial Facts That Might Surprise You

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.

Questions: The first organized stock market in New York was founded on Wall Street under what kind of tree?

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Fact or Fiction?

Fiction: Booking a vacation will derail my budget and savings goals.

Fact: Some research and savvy budgeting can go a long way toward a memorable vacation that doesn’t break the bank.

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Andrew Shannon Joins Atlanta Financial

Andrew Shannon joined the Atlanta Financial team in January 2018. Previously, he worked as a Client Service Associate at another independent Atlanta firm. Currently, Andrew is a Senior Financial Planning Assistant and works closely with Cathy, Julie and their teams to handle the pre- and post-meeting processes as well as preparing and updating clients’ financial plans.

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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 comprehensive wealth management.