Insights

Market Related

A House Divided

A House Divided

Earlier this week, the House of Representatives voted to remove Kevin McCarthy as speaker of the House.  While there has been no shortage of opinion and commentary in the media about this, one thing is clear, the revolt by a handful of Republican congressmen was...

read more
You Just Never Know

You Just Never Know

2023 is shaping up to be a mirror image of last year.  The 2022 stock market rout was principally led by four sectors: Communications (-40%), Consumer Discretionary (-38%), Technology (-29%) and Real Estate (-28%).  Three of those four sectors now have a commanding...

read more
End of the Road

End of the Road

Last year’s market selloff was almost entirely driven by the change in monetary policy by the Federal Reserve.  Last year saw an unprecedented 7 rate increases totaling 4.25%.  Those increases comprised the bulk of what the Fed needed to do to get inflation under...

read more
GameStop Mania

GameStop Mania

The financial news has been filled with stories of huge gains in some of the most obscure stocks and battles between Wall Street titans and the proverbial little guy over these trades. Regulators and politicians have also started to chime in on action. So, what’s this...

read more
Back to School, Covid Style

Back to School, Covid Style

These days have been interesting around the Alder Financial Group office with our two new interns, Sydney (7) and Morgan (5). Public schools around metro Atlanta are currently operating on a virtual only platform. My girls are currently in week 5 and thankfully many...

read more
Big IRA Changes for 2020

Big IRA Changes for 2020

Amid the craziness that is 2020, I wanted to bring a few important IRA updates for this year to your attention. Some changes are temporary pandemic relief resulting from the CARES Act while others are here to stay due to the SECURE Act that was passed in late 2019....

read more
The Many Blunders of Equifax

The Many Blunders of Equifax

My guess is that all of you have heard about the recent cyberattack against Equifax that potentially exposed the personal information of 143 million people, nearly half the U.S. population. Many of you have probably used the site Equifax created to check and see if...

read more
Social Security – Closing the Gaps

Social Security – Closing the Gaps

You have probably heard through the grapevine that a popular Social Security “loophole” is soon to be closed. The Bipartisan Budget Act of 2015 was passed by the House on October 28th and among other things, it eliminates two popular Social Security strategies that we...

read more
What Just Happened?

What Just Happened?

There are probably only five people in the entire country that aren’t shocked by the election results this morning. This election cycle has been particularly contentious but in typical fashion, half the country is happy today, and the other half in deep despair. I’m...

read more

A DIFFERENT
APPROACH

We think of planning for retirement as a timeline and a series of stages.

HOW
WE HELP

Choosing us as your retirement planing advisors means a personalized guide through your retirement journey.

WHAT SETS
US APART

Our attributes set us apart from the crowd and allow us to find the best fit for your unique needs.

GET TO
KNOW US

Our highly trained investment specialists have more than 50 years of combined investment and analytical experience.

Are You Ready to Partner With Us?

We believe in building relationships.

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

ATLANTA OFFICE
300 Galleria Parkway
Suite 600
Atlanta, GA 30329
877.249.2629