Upcoming and Recent Events
- July302024
Investing in an election year presents unique challenges due to increased market volatility and uncertainty surrounding policy changes. As November 2024 approaches, election noise will only increase, making it crucial for investors to maintain focus on their long-term goals. Is one party better than the other for investors? Do politics impact specific stocks or asset ...
- August012024
Mid-year is a great time to check-in on the markets. Chris Fasciano, Senior Portfolio Manager with Investment Management & Research at Commonwealth Financial Network will present a Market Update and Outlook for our clients and guests. One hot topic of discussion will be how the upcoming election may impact the markets. We will host both ...
Recent Events
- May112024
We are excited to announce that we will be hosting our 2nd ANNUAL SHRED EVENT at our Suwanee, GA office on Saturday, May 11th, 2024 from 10 am - 12 pm! Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? At this event, ...
- June082024
We are excited to announce the 11TH ANNUAL SHRED EVENT will be held on Saturday, June 8th, 2024 from 10am - 1pm. Do you need to get rid of old documents safely & securely? Want to get a head start on spring cleaning? At this event, you can do all these things while making a ...
- November092023
Matt Glova, CFP® and John Puckett, CFP®, MBA will host this dinner event for our Suwanee, GA office clients and guests. Special guest speaker David Coe, Regional Director with Fidelity, will present on current market condition and how the remainder of 2023 looks. Thursday, November 9, 2023 6:00 - 8:00 pm The 1818 Club, Duluth, GA ...
- July262023
The markets may have settled a bit from recent volatility, but there is still discussion of what the rest of 2023 will hold. Will it remain steady, have a slight downturn or move into recession territory? And what does that mean for your investment portfolio? Join us to hear a mid-year outlook on current market and ...
- May242023
Are you wondering how to stay calm, cool and invested during times of volatile markets? Greg Davis, Associate Managing Director with MFS, will provide tips and insights on how to stay on track and live the life you want. When: Wednesday, May 24, 2023, 6:00 – 7:30 pm Where: The 181 Club, 6500 Sugarloaf Parkway, Duluth, GA ...
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