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Director of Investments Todd Jones, MBA, CAIA®, weighs in on the current financial environment and critical market trends.
This quarter, we asked Gratus Capital Director of Investments Todd Jones, CAIA®, to summarize the discussions from this quarter’s Investment Committee meeting.
US interest rates have made a noticeable move higher since the end of the third quarter. Is this movement concerning? The recent push higher in long-term US Treasury yields has made us revisit our thesis on the future path of interest rates.
Evidence of many investors giving little thought to the sell decision is starting to show up in stock prices, specifically in the consumer staples sector.
While legendary investors had slightly different philosophies and investing styles, they had one key ingredient in common: discipline.
As you may have heard, the Tax Cuts and Jobs Act of 2017 (the Act) passed by Congress and implemented in 2018 brought about some significant changes to the tax code.
There are a number of factors that affect when you should begin your benefits, and the answer varies from person to person. Let’s start with the basics.
People have many different views on how they will spend their “golden years” once they’ve left the workforce. In our experience working with clients, the best starting point to plan for your future lifestyle is by looking at your current expenses.
You’re wealthy and philanthropically inclined. Instead of writing checks to the causes you support, should you consider establishing a private foundation?