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Articles

AI is transforming the American heartland

AI is transforming the American heartland

So far in 2025, five of the so-called Magnificent Seven tech stocks that have invested aggressively in Artificial Intelligence (AI) — Apple, Microsoft, NVIDIA, Amazon and Alphabet — declined, lagging the broader S&P 500 Index through March 25. Two developments...

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Thinking About Retirement? Remember PUSH

Thinking About Retirement? Remember PUSH

We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...

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Market Volatility: Time, not timing, is what matters

Market Volatility: Time, not timing, is what matters

Investors learning how to invest in the stock market might ask when to invest. Knowing when to invest, however, isn’t as important as how long you stay invested. Riding it out Trying to navigate the peaks and valleys of market returns, investors seem to naturally want...

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Tax moves you can make now!

Tax moves you can make now!

Time for a 2025 update on Tax Cuts and Jobs Act (TCJA) of 2017. This is the tax code that is set to expire on December 31, 2025. Should Congress do nothing, TCJA will revert back to the previous (higher) tax code. There is no consensus on what will happen in...

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The GREATEST Tax Benefit Available! If You Qualify… ?

The GREATEST Tax Benefit Available! If You Qualify… ?

A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...

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Should investors be nervous about the stock market?

Should investors be nervous about the stock market?

Stock market jitters, triggered by tariffs and recent breakthroughs in artificial intelligence (AI) by a Chinese tech company, offer a stark reminder that even the strongest bull markets can stumble — particularly when certain stocks are priced to perfection. The...

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Tariffs don’t change U.S. economic outlook

Tariffs don’t change U.S. economic outlook

With talk of tariffs and trade wars commanding front-page headlines all week, it’s important for investors to pause, take a breath and evaluate the events through a long-term lens. What are the actual, lasting impacts of tariffs on the United States and other...

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Drug discovery is creating a golden age of health care

Drug discovery is creating a golden age of health care

Following last year’s U.S. election, uncertainty over the industry’s regulatory outlook sparked a slump in health care stocks, further pressuring a sector that had lagged throughout the year. But following the sell-off, many companies are trading at attractive...

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There are always reasons not to invest

There are always reasons not to invest

Imagine going back in time to New Year’s Day 2020 and learning in advance about the biggest events over the next five years. The COVID-19 pandemic. A steep bear market. Inflation above 9%. Wars in Ukraine and the Middle East. A trade war with China. Political...

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Tax Ideas

The GREATEST Tax Benefit Available! If You Qualify… 😉

The GREATEST Tax Benefit Available! If You Qualify… 😉

A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...

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Tax Rates Set to Expire. Are YOU Ready?

Tax Rates Set to Expire. Are YOU Ready?

Many of the Tax Cuts and Jobs Act (TCJA) of 2017 provisions which reduced income taxes for all of us are set to expire December 31, 2025 if congress does not vote to extend them. Given the poor job the US Congress does to take action and the historically high US debt:...

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Donor-Advised Fund

Donor-Advised Fund

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.

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Videos

See You at the University of Alabama at Birmingham Vendor Fair!

See You at the Hinman!

Thank you, Hinman!

Dental Post Survey Review

Happy 2022!

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GA Dental Association Convention & Expo

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