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Apr 24, 2024
Watching the 2024 Masters? Keep One Eye on Tiger and One Eye on...Gold?
"Hello Friends!" It's Masters week! ⛳ This is an exciting week for golf fans. While you’re watching the golf tournament, you may also...
2
Apr 24, 2024
Joe Perdue on WXIA Atlanta & Company with Dr. Richard Berger
Our very own Managing Partner, Joe Perdue, CFP®, CRPC®, was featured on Alanta & Company on 11Alive (March 14, 2024). Joe is a Patient...
5
Mar 15, 2024
A Backdoor Roth IRA: Is This Tax Loophole For You?
Would you like to make a contribution to a Roth IRA but believe you make too much money to qualify? Our managing partner, Stephen...
15
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