Higher Interest Rates for Longer (And What to Do About It)

We see some storm clouds gathering as “higher for longer” interest rate era plays out. Over the past 3 months, we have had an enormous selloff in long term fixed income.
Higher Interest Rates Will Eventually Catch Up to the Economy and the Markets. Buy Bonds!

The real-world situation is not bad. Growth actually seems to be picking up at the moment. We have a bit over 2% GDP growth this year. However, we’re highlighting some of the risks in the environment over the coming year.
Creating Retirement Tax Strategy

Creating a retirement tax strategy to maximize every dollar you’ve saved. Watch this week’s segment of Mike on the Money on WYFF News 4.
Owning A Piece of the Braves

You can now own a piece of the Atlanta Braves. What should you consider before making an investment in the team or really any company you’re passionate about. Check out this week’s segment of Mike on the Money on WYFF News 4.
Saving & Investing For Teens

Helping teens learn how to save & invest. Catch this week’s segment of Mike on the Money on WYFF News 4.
Avoidance & What To Do With It

For clients to sit down with us and work toward their financial goals, they must be motivated. We all have different levels of knowledge about finance. We have varying backgrounds that allowed or disallowed open discussion about financial issues. My goal is to create an environment of trust and open dialogue, help educate and build knowledge around personal finance and help break the chain of avoidance.
AHA!! Impactful Moments In Investing

Aha!! Impactful moments on the investing journey. Watch this week’s segment of Mike on the Money on WYFF News 4.
Grow Money Like Fruits & Veggies

A real GREEN thumb. Yes, growing money is so similar to growing fresh fruits and vegetables! Catch this week’s tasty segment of Mike on the Money on WYFF News 4.
Income in Retirement

As retirement planners, in the ideal scenario, we suggest you have multiple sources of income and that some of it is guaranteed. The retirement plan industry agrees and they are taking steps to move in that direction.
Wealth-Building Rhymes

Rhyming the path to building wealth. Catch this week’s segment of Mike on the Money on WYFF News 4.