Atlanta Financial Newsroom

Atlanta Financial Named to the 2020 Financial Times 300 Top Registered Investment Advisors List

Atlanta, GA – July 30, 2020 – Atlanta Financial is pleased to announce it has been named to the 2020 Financial Times 300 Top Registered Investment Advisors list. The list recognizes elite independent RIA firms from across the U.S. This year’s impressive cohort of RIA firms represents 39 different states and Washington, D.C. and has a median AUM of $1.9 billion. Today, July 30th, Financial Times celebrates the 2020 FT 300 RIAs by publishing the Financial Times 300 list as a special report in the Financial Times.

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Julianne Andrew’s Featured in Medical Economics

Recently, Julianne Andrews MBA, CFP®, AIF® was featured in Medical Economics’ Money news section. In an interview, she walks through some steps physicians can take to protect their personal assets. Julie states, “There’s a few of things you can do, a lot of times people want to hop to very complicated things right off the bat, but there’s some very simple things you can do that will protect your assets.” You can view the short interview video by clicking here. 

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“COVID-ed” Lessons: Four Things the Pandemic has Taught Us About Savings in the Face of Financial Uncertainty

“COVID-ed” Lessons: Four Things the Pandemic has Taught Us About Savings in the Face of Financial Uncertainty

In my life and career, I have found three things overwhelmingly true with money:
1) The unexpected is inevitable- you better be prepared financially.
2) To accomplish something meaningful with money, a commitment to saving is implicit.
3) Wealthy individuals all seem to resiliently pursue a discipline of saving money despite their circumstances.
The common denominator across these three principles is simply a commitment to saving money. It is the foundation upon which all other financial success will be built. And 2020 has challenged that resolve thus far.

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4 Things That Will Be More or Less Expensive After Coronavirus

4 Things That Will Be More or Less Expensive After Coronavirus

COVID-19 has impacted nearly every aspect of the economy. When President Donald Trump declared the virus a national emergency at the beginning of March, standards of living rapidly shifted: governors enacted stay-at-home orders, learning institutions closed and consumers suddenly faced unprecedented challenges.1 While the travel and tourism industry is seeing record lows, demand for staple foods and hygiene products has surged.

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4 Lessons Learned from the Last (Great) Recession

4 Lessons Learned from the Last (Great) Recession

When financial markets fall and the economy stumbles, the phrase “this time it’s different” is commonly heard. This is a natural reaction as the strongest emotions tend to arise at the onset of a downturn when uncertainty is greatest. But if history has taught us anything, it’s that the most practical strategies to implement in any downturn are fundamentally the same each time regardless of market and economic events.

The COVID-19 pandemic might be unlike anything we have seen before, but the uncertainty is nothing new to a financial market that has remained strong and impervious over time. At times like this, looking at history and incorporating its lessons is always a prudent strategy.

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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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