News and Commentary
Two for Twenty Podcast
Episode 21 - Unlocking Tax Savings: Federal & Georgia Tax Credits for Smart Investors
Listen in to this quarter's 2 for 20 podcast with Scott Phelan and John Carson as they discuss tax savings.
Episode 20 - From Pre-Approval to Closing: Navigating Today's Real Estate Market
Listen in to this quarter's 2 for 20 podcast with Scott Phelan, Lindsay Dendy, Laura Hughen, and Mark Pago as they discuss today's real estate & mortgage landscape.
Episode 19 -The Big Beautiful Bill
Listen in to this quarter's podcast with Scott Phelan and CPA Justin Bailey as they discuss the Big Beautiful Bill.
Monday Morning Outlook
Strong Jobs Report Raise Odds of Rate Hike - September 8, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Fedspeak's Back, And Warsh Is A Breath of Fresh Air - August 31, 2026
Read this week's Monday Morning Outlook provided by First Trust.
The Blame Game About Rising Yields - August 24, 2026
Read this week's Monday Morning Outlook provided by First Trust.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
August 31, 2026
9 Considerations for 2026 Year-end Tax Planning
Start year-end tax planning now to review income, gains and losses, retirement distributions, charitable giving, and tax payments—and prepare for 2027.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
