Director of Investments Todd Jones, MBA, CAIA®, weighs in on the current financial environment, critical market trends, and looks ahead to the fourth quarter of 2019.

Director of Investments Todd Jones, MBA, CAIA®, weighs in on the current financial environment, critical market trends, and looks ahead to the fourth quarter of 2019.

Director of Investments Todd Jones, MBA, CAIA®, weighs in on the current financial environment, critical market trends, and looks ahead to the third quarter of 2019.

Director of Investments, Todd Jones, shares his updated thoughts on the Coronavirus and how it could affect portfolios

Director of Investments, Todd Jones, shares his thoughts on the Coronavirus and how it could affect portfolios.

Gratus Private Markets Portfolio Manager Patrick Nolan, MBA, CAIA® uses sports analogies to explain how GPM investments are well-positioned for both good and bad economic cycles.

46% of Americans said that they worry about having enough money for a comfortable retirement, and that is not surprising.

We spend a lot of time talking about income taxes. Thoughtful and consistent income tax planning done each year can add thousands of dollars to your net worth over time.

Let’s take a look at five key ways Social Security is set to change in 2020.

With the markets in a state of significant volatility and uncertainty, our Director of Investments Todd Jones provides his insights on what we are seeing and the implications for portfolios.

You’re wealthy and philanthropically inclined. Instead of writing checks to the causes you support, should you consider establishing a private foundation?