Atlanta Planning Guys is an informal blog in which CERTIFIED FINANCIAL PLANNER™ professional, Cass Chappell , of Chappell Financial Group, shares his ideas and opinions with the general public.
In keeping with the mindset that an Investment Dashboard should be a turnkey tool, providing all the relevant information pertinent to making sound decisions for a client’s portfolio, it only makes ... more »
But what if the old still works? Well, I guess you want a little bit of both.
As many of you have probably guessed from one of Cass’ recent posts (http://atlantaplanningguys.com/?p=239), he ... more »