2 days agoJoe Perdue on WXIA Atlanta & Company with Dr. Richard BergerOur very own Managing Partner, Joe Perdue, CFP®, CRPC®, was featured on Alanta & Company on 11Alive (March 14, 2024). Joe is a Patient...
Mar 15A Backdoor Roth IRA: Is This Tax Loophole For You?Would you like to make a contribution to a Roth IRA but believe you make too much money to qualify? Our managing partner, Stephen...
Mar 5Bugle Notes (Podcast): EP 1 - Eras & DynastiesThe first episode of our new podcast, Bugle Notes! Chad and Stephen talk market eras, along with football and tulip bulbs. They even put...