Lemonade Out of Lemons: Taking Charge of Your Finances Post-Divorce

February 22, 2021

I’ve never been divorced. In fact, I’ve not been married, but I have seen and experienced the emotional toll that a divorce can take on everyone involved. It is a paradigm-shifting life event, and many are often left overwhelmed and wondering: “Where do I go from here?” There is no easy answer. As a financial […]

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Becoming Financially Savvy: You Have More Resources Than Ever Before

February 15, 2021

We now live in a world where you can do anything online; have your new car delivered to your house, go to elementary school, even buy a tiger. While I would argue that most of these activities are better done in-person (or not at all), this age of information and accessibility comes with an array […]

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Leave a Legacy for Your Children: Not All Inheritances are Created Equally

February 8, 2021

“The Great Wealth Transfer” is the phrase coined to represent the impending shift of assets from the Baby Boomer generation to their descendants. The scale of this shift figures to be truly “Great”. Per 2019 data, it is expected that $68 Trillion will be passed from one generation to the next over the next 25 […]

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Buckhead Capital – Quarterly Commentary for Fourth Quarter 2020

January 28, 2021

Highlights The S&P 500 returned 12.1% for the quarter and 18.4% for all of 2020. Value stocks outperformed growth stocks in the quarter but trailed by 32% for the year. The 2020 gain in the S&P 500 was driven by a small number of large growth stocks. The fixed income markets returned 0.7% for the […]

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Ditch The “Set-It and Forget-It” Mentality for Your Finances

January 25, 2021

Bear with me, this overused comparison actually works. Taking care of your vehicle is a great analogy for taking care of your finances. It would be far easier if you could buy a car off the lot, get in, drive, and never worry about it again. We all know that is not the case. On […]

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Don’t Feel Intimidated by Investing: The Power of Getting Started NOW

January 18, 2021

Many young professionals give little thought to their retirement. And why should they? It is often 40-45 years away. There are “more important” priorities to address first; buying a car, buying a house, and traveling the world (at least pre-COVID).  While these are all important goals, saving for retirement CANNOT be neglected. While we could […]

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Ten College Funding “Shortcuts” That You May Not Have Heard

January 11, 2021

The average American family wants to support their children in attending college, but few have a concrete strategy for doing so. While your family’s strategy will be unique to your goals, resources, and circumstances, there are some lesser known facts that could prove useful in the construction of your plan.  Despite what most people think, […]

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So, You’ve Procrastinated with Getting Your Investments in Order? Turns Out, You’re Far From Alone.

January 4, 2021

The most challenging part of sitting down to write is always getting started. The same can be true of managing your investments. When we speak with potential clients, one of the most common phrases we hear is, “I’ve been meaning to get all this organized”. Clients often come to us with significant assets that they’ve […]

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Control What You Can Control: Goals-Based Investing

December 28, 2020

In my early twenties, I learned an invaluable tool for mitigating stress. It is pointless to spend a second of my time or an ounce of energy on a problem over which I have no influence. I have found it to be a principle applicable to dilemmas of every scale, which I will demonstrate with […]

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How Do I Know That My Advisor Has My Best Interest at Heart?

December 21, 2020

When it comes to investment advice and/or financial planning, your options are unending. In fact, data from 2018 shows that there are more than 300,000 “advisors” in the U.S. alone1 – and that figure is growing rapidly. These “advisors” are spread across a myriad of business configurations – from enormous broker-dealers like JP Morgan, to […]

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