January 31, 2012
- Market Commentary Continues to Show Positives
Reading through the weekly commentary from Bob Doll, of BlackRock, he held an overall positive view on the economy, unemployment and the stock market. (…)
January 6, 2012
- Resolutions: Use these steps to set up a budget
One of the most popular New Year's resolutions is to put together a budget and stick to it. Yet many people don't accomplish even the first step. (…)
January 5, 2012
- Avoid the “hurry-up offense” retirement
In a recent article in USA Today (HERE) they talked about common nightmares people have – the one where you’re back in high school and haven’t studied for an exam. (…)
December 26, 2011
- Baby Steps is what Dave Ramsey calls for
Dave Ramsey is an author and radio personality who talks about beating debt and building wealth. This year over the holidays I reviewed his book and his website. (…)
December 22, 2011
- Treat your personal finances like a business
Businesses function by controlling their expenses and try to turn a profit. This is a notion that can also be applied to your own finances. (…)
December 1, 2011
- 5 Ways to Simplify Your Financial Life
The end of the year is a good time to reassess your life – both personal & financial. (…)
October 29, 2011
- Top Concerns of Investors
Research tells us that there are six major concerns that investors are looking to solve:
Preserving wealth. (…)
October 18, 2011
- Don’t Leave Money on the Table
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs (HERE for full article). (…)
October 17, 2011
- Investors Choose RIAs because of Fiduciary Duty
In a recent survey TD Ameritrade (HERE), Trust and Customer service are the most important reasons why clients opt to work with registered investment advisors (RIAs)
The quarterly query found that 29% of clients using RIAs said their fiduciary responsibility to work in the best interest of clients was the No. (…)
February 17, 2011
- Financial Advisor improve your bottom line?
I’ve always believed an advisor’s biggest duty is to “save investors from themselves.” DALBAR conducts a study each year to re-confirm this fact. (…)
February 10, 2011
- Easy Steps to Become a Millionaire (Hah!)
Sounds like an infomercial, doesn’t it? (…)
November 30, 2009
- Dubai Scare and Current Market Thoughts
Hope everyone had a nice Thanksgiving. Giving the scare of Dubai World, we thought we’d communicate our thoughts with you. (…)
October 28, 2009
- A Business Approach To Personal Finance
Businesses around the world function in the same way – they control their expenses and try to turn a profit. This is a notion that can also be applied to personal finance. (…)
October 20, 2009
- Future of Planning
Do you ever wonder if you’re financially on track? (…)
June 1, 2009
- Improve Investment Results Through Financial Planning
Mosaic Wealth Management, LLC is an independent financial planner based in Atlanta, Georgia. (…)
- Helping You Build A Comprehensive Financial Plan
In order to better understand the needs of each new client, we like to create a detailed long-term financial plan. (…)
- Atlanta Financial Planners – Mosaic Wealth Management
Mosaic Wealth Management, LLC is a financial planning firm based in Atlanta, Georgia. (…)
- If You Want To Become A Financial Planner
If you are looking to become a Financial Planner in Atlanta, Oglethorpe University may be able to help you via the Certified Financial Planner Program. (…)
