Fee-Only Financial Planning / Wealth Management / Investment Advice, Atlanta, Georgia
It is hard to believe that yet another year has passed and we find ourselves in 2016, ready to file our taxes for the previous year. Whether you eagerly anticipate this time of the year because you will get a large refund, or dread this time of the year due to a large tax bill [...]
When the market is volatile, cartoons like this are a great illustration of how important it is to stick to a well-designed and disciplined investment plan. So you don’t have to have this conversation with your children…
Some of the world’s most successful and influential hedge fund managers got their shirts handed to them in 2015. Luminous names in the industry such as Bill Ackman of Pershing Square Capital Management, David Einhorn of Greenlight Capital, Larry Robbins who founded Glenview Capital, and even John A. Paulson were several such investors, among many [...]
This past year in the markets was a roller coaster ride with a remarkably tepid ending. Several big events happened globally that, in the end, disrupted just about every investment asset class, with the end result being a range between essentially a flat return for most developed equity markets, to slightly negative for most other [...]
How We Do Year-End Tax Planning While the official tax day for 2015 is the fifteenth of April, 2016, most of the smart tax planning moves that could potentially save you thousands have to be done by year end. Once the W-2s, 1099s, and other tax forms are printed, it’s generally too late (with a [...]
It’s the summer before your rising college freshman leaves home for his or her college adventure, and you’ve just received the first bill. Thankfully, you’ve been diligent to sock away funds for your child’s tuition in a tax-advantaged college savings account, such as a 529 plan. Years before, you thought ahead to this day, and set aside [...]
Mahealani “Mahea” Akana has recently joined the JPH Advisory Group team and brings extensive customer service and administrative support experience to her role as Client Service Associate. Mahea has 29 years of experience supporting large client bases, top executives, and multi-person sales teams at major financial institutions. Mahea uses this knowledge to understand each client’s needs [...]
Long-Term Care Planning It’s been particularly challenging for our firm to provide clients with comprehensive, in-depth, expert advice in the very specialized area of long-term care planning. That’s why we’re pleased to announce that we have retained the services of Allen Hamm, an expert in this area. Allen literally wrote the book on this subject–he’s the author of [...]
As I’ve said many times in the past, “the market can go down 10% at any time for any reason or for no reason at all.” Unfortunately, over several days in late-August, I was proven right. Volatility has returned with a vengeance to equity markets after almost 4 years without a correction (i.e. a market [...]
Step Three: Start Fighting Back This is my third and final post about “Protecting Your Identity Online.” As you’ll recall from the previous posts, the number one way to protect yourself is a “credit freeze,” and knowing your rights and options if you are victimized is vital (since there is a very high probability that most people will be hit at some [...]
