Fiercely Independent, Deeply Committed, Junko Horvath, CFP® Sets New
Standards in Wealth Management
Since Junko Horvath, CFP® (Certified Financial Planner) entered the investment management and financial planning industry 16 years ago, she has been redefining what it means to provide the highest caliber of comprehensive services to institutional and high-net-worth investors. Service driven, not product driven, Horvath views her role as supporting and protecting clients’ best interests with dedication and integrity. …Read More
Integrated Tax Planning and
It was the fall of 2012, and affluent taxpayers across the U.S. were anxiously watching Washington. Among their chief concerns: capital gains, estate and gift taxes, and income tax hikes.
“Many of our clients feared Congress would raise these taxes before the end of the year as part of the effort to reduce the federal budget deficit,” recalls David Harrison Miller, CFP®, founder and CEO of Independent Wealth Advisors Group, Inc. …Read More
“As recent events have proven time and again, no one can accurately predict the weather, earthquakes, elections – or the markets. But we can identify great companies,” says Jim Hansberger, Managing Director-Wealth Management and Financial Advisor. “We believe it is our research process that leads to outstanding long-term investments. Behind every stock lies a tangible operating business, and a stock can only do as well as the company itself.”
Known for their passion for the investment process, both Hansberger and Michael Merlin, …Read More
Every Investment Has a Timeframe
and a Purpose
Judy Ross opened her first brokerage office in 2001, one of the most turbulent years in recent history. She spent a mere three months in business development mode before she built enough of a foundation to become solely referral-based.
The statement Ross began making to her clients in 2001 still applies today and has become her mantra. “‘Every asset has a timeframe and a purpose. Risks continue to change, and so should your strategy.’ I reiterate this statement to clients every time I see them,” says Ross, wealth manager …Read More
Experience Inspires Creative,
Aggressive Representation of Creditors
After winning a judgment in favor of one of the nation’s strongest banks, the attorneys of Stokes Lazarus & Carmichael LLP (SLC) turned their efforts on collecting the sizeable claim. “SLC proved to be as creative in collecting as they had been convincing in the courtroom,” says First Citizens Bank Sr. Vice President Richard V. Spinks. “When the borrower did not repay, the attorneys surprised everyone by taking a rarely used and very complicated strategy. As a result, we eventually recovered our debt.” …Read More
Renowned Practice Reflects the
Many Facets of Family Law
To excel in one’s trade, a full arsenal of cutting-edge tools is essential. Likewise, the best family law attorneys are those who can wield all sorts of legal tools with exceptional skill.
The seasoned attorneys of Waggoner Hastings, LLC, an AV®-rated, Atlanta-based family law firm, understand the need for an all-points approach to helping families navigate their most sensitive legal issues. In their 45 years’ collective experience, the firm’s attorneys have handled …Read More
Top Quality Lawyers
Willing to Share the Risks of Litigation
Lawyers who represent businesses
in major litigation typically get paid by the hour. But not Doffermyre Shields Canfield & Knowles, LLC.
This Atlanta law firm prefers sharing the risks with its clients, getting paid a percentage of the recovery rather than for the number of hours spent on a case. As a result, the interests of the firm and its clients are one and the same — to achieve the best outcome as efficiently and quickly as possible. …Read More
Big-Firm Veterans Deliver Excellent and Efficient Legal Services
Atlanta’s Greenfield, Bost & Kliros, P.C. is something of an outlier. It boasts a stellar lineup of seasoned, Preeminent™ AV-rated attorneys and current and former Super Lawyers®, but it’s not a mega-firm. It has the feel, structure and culture of a boutique law firm even as it excels in its practice areas, so the firm is able to deliver high-quality services at very reasonable rates. This unique combination of traits is no accident; the desire to achieve it was, in fact, the catalyst for the firm’s founding in 1983. It’s also what makes …Read More
On the Job for Workers in
Employment Law Cases
Few would argue that the American workplace has changed over the past few decades, and the Great Recession has not been a high point.
Companies have scaled back on pay, cut hours, pared benefits, demanded more productivity from employees, and let many people go. In some cases, these are just raw realities. In others, employees may have legal rights they can assert.
Barrett & Farahany, LLP helps employees – and displaced employees – determine what those …Read More
Advisory Firm’s Service Model Stands in Sharp Contrast
Linden Thomas and Company is on a roll. Over the past 12 months, the Charlotte-based investment advisory firm has added over $100 million in assets under management—a significant jump from its previous total of $800 million. As more and more discerning clients flock to the firm, its national rankings continue to accrue. For the past five years, Barron’s has ranked the firm among America’s Top 1,000 Financial Advisors; last year, Linden Thomas and Company was named a NABCAP Premier Advisor by the Charlotte Business Journal.
These developments suggest Linden Thomas and Company—a team of 18 industry veterans pooling over 200 years of investment and financial planning experience—might be onto something unique. “Without a doubt,” says Managing Principal Stephen Thomas. “The firm’s departure from the traditional retail broker model is a key driver of its success.” …Read More