Client Center

View Your

Login to
Charles Schwab

Latest Insights

All Things COVID – The News Remained the Same

The S&P 500 continued to reach new all-time highs in the third quarter as investors looked for a return to a pre-pandemic world. It was a similar story for small and mid- cap stocks, although their performance was mostly flat after record runs in the first half of...

Theft by Another Name

It seems every year the markets have some economic theme that dominates the news and drives volatility. These themes always vary in topic but are common in that they all relate to big picture issues such as Fed policy, the jobs market, elections, etc. This year the...

It was the best of times. It was the worst of times.

What a difference a year makes. This quarter wraps up almost exactly a year since the whole COVID thing came on to the scene. During that stretch of time, we’ve witnessed a roughly forty percent decline in stocks to the record highs of today. It’s been a wild ride for...

We believe in building relationships.

Let us be your partner on the journey to financial independence.

300 Galleria Parkway
Suite 600
Atlanta, GA 30329

924 Riverchase Parkway
Birmingham, AL 35244