As you have probably heard, the Dow Jones Industrial Average closed at an all-time high yesterday (14,253.77). The previous high was achieved way back on October 9th, 2007 (14,164.53). If you ... more »
Summary: Athletes earn their money very quickly. Their careers don’t last very long. They are very young when they retire and have unusually long “distribution phases”. Since they usually don’t earn ... more »
Tuesday, February 8th, 2011 by Cass Chappell, CFP®
It’s time to see if they are right for you
3 Reasons to Consider SMAs
Once an investment vehicle for large institutions or the ultra wealthy, separately managed accounts (SMAs) are now ... more »
Monday, November 29th, 2010 by Cass Chappell, CFP®
How to take advantage of Net Unrealized Appreciation (NUA) in a 401(k)
Employer stock inside a 401(k), or other tax-deferred employer sponsored retirement plan, is quite common for employees of large publicly ... more »
Monday, November 8th, 2010 by Charles Mayfield, CFP®
Bond Basics—Part 1: http://atlantaplanningguys.com/?p=1214
Bond Pricing—Part 2: http://atlantaplanningguys.com/?p=1229
Welcome or our final chapter of Bond Basics! As investors, we tend to assign less risk and more safety to these types of investments. ... more »
Monday, November 1st, 2010 by Charles Mayfield, CFP®
As CERTIFIED FINANCIAL PLANNER™ professionals, our goal is not only to provide sound investment advice and services, but also to educate our clients, providing them will a full understanding of ... more »
Monday, October 25th, 2010 by Charles Mayfield, CFP®
Bonds are an integral part to any diversified portfolio. They add needed diversification to balance the volatility of stocks. In addition, the income they provide is a complement to the ... more »
When we meet with a client for the first time, the conversation quickly drifts to their employer’s retirement plan. The most common of these is the participant-directed Traditional 401(k), a qualified ... more »
Financial Planning offered through Chappell Financial Group, a Registered Investment Advisor
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC
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