Personalized Wealth Management The David Group at Morgan Stanley

Many economists have expressed concern about another possible recession in the near future, perhaps more severe than the recent one. More than ever, particularly for families and individuals with substantial wealth, it is critical to seek guidance from knowledgeable advisors.

In Georgia, The David Group at Morgan Stanley helps take the worry out of wealth management for affluent individuals and families who are seeking ways to protect their money. Many of the firm’s clients are successful professionals, retirees and high-net-worth families with complex planning and business-related issues. …Read More →

Personalized Strategies and a History of Trust First City Capital Management, Inc. Savannah, Georgia

In volatile markets, thoughtful, conservative investment management helps avoid erratic and emotional decisions. “Panic is the enemy of long-term capital appreciation,” explains Edgar “Ned” L.T. Gay, CFA, President of First City Capital Management, Inc., an SEC registered investment advisory firm. “Patience coupled with a personalized and balanced portfolio are critical attributes of a deep-rooted investment approach and greater peace of mind.”

While the challenges of the current economic environment are unprecedented, Gay as well as the other principals, E. Lane Curlee III, CIO, Sr. Vice President, and E. Bryan Connerat Jr., CTFA, Vice President, are no …Read More →

There’s No Substitute for Leadership Kiker Wealth Management Creates a Plan and Then Follows It

Personal financial management is really no different from any other pursuit. To be successful at it, you have to start with a plan. Then you have to execute that plan. It’s all very simple – if you’re an expert wealth manager. If not, you may need some help.

Paul Kiker Jr. believes he has an unfair advantage, and not just because he’s an expert wealth manager. As president of Kiker Wealth Management, he understands the prevailing financial environment, but beyond that, he strives to understand his clients – their hopes, dreams, goals and aspirations. …Read More →

Simplified Wealth Management
Eaglehead Group at Morgan Stanley

When it comes to your investment portfolios, simpler is decidedly better, says Chuck Kennedy, CPM®, Senior Vice President, Financial Advisor of Eaglehead Group at Morgan Stanley. “‘Getting back to first principles,’ individual stocks and bonds have worked, and should continue to do so in the long run. Complex investment products tend to lack transparency and liquidity, and may incur additional fees.”

Another aspect of simplicity, according to Kennedy and his partner, Senior Vice President, Financial Advisor Kathryn Senkbeil, is limiting a portfolio’s holdings to 20-25 stocks. …Read More →

Investment Strategies for the Future Munro Legacy Planners helps people prepare for a comfortable retirement
With the global economy in turmoil and uncertainty over the future of taxes, health care, Social Security and a host of other variables, it’s hard to know which way to turn when planning for retirement. A recent survey by the Employee Benefit Research Institute found that just 52 percent of Americans are confident they will be financially comfortable as they grow older—far fewer than in recent years. Not so at Atlanta-based Munro Legacy Planners, where clients’ retirement portfolios are carefully balanced to help guard against devastating losses during economic downturns, while still positioned to take advantage of upswings when times are good. …Read More →

Realistic Expectations Are an Essential Part of Any Retirement Plan

You’ve been getting ready for years, faithfully putting away money in 401(k) plans, IRAs and other investment vehicles in anticipation of the time when you would no longer work. Now comes the hard part: managing your retirement money so it meets your needs and lasts your lifetime.

“It is crucial that people in or near retirement have realistic expectations,” says Todd Hicks, founder, CEO and president of Allegiance Retirement Solutions in Lawrenceville, Ga. “A good, sound retirement plan based on reasonable assumptions for future returns is a must for anyone hoping to enjoy a successful retirement.” …Read More →