The third quarter was mixed for investors with two major drivers impacting portfolios. On the one hand, interest rates rose to 20-year highs, while on the other hand, exceptional corporate earnings continued to support stocks. Amid these major trends, oil prices climbed back above $100 per barrel, the Fed raised rates for the first time in three years, and concerns over AI grew as November’s midterm election approaches. Read More →
Read MoreThe first half of 2026 reinforced a familiar lesson: markets can advance even when the news feels unsettled. The second half will bring new headlines and periods of uncertainty, but the core principles remain unchanged: align the portfolio with long-term goals, diversify across return drivers, rebalance when appropriate and avoid allowing short-term emotion to override a well-constructed plan. Read More →
Read MoreJune 16th, 2026
The U.S. and Iran announced a preliminary agreement intended to end the four-month conflict that has weighed on the global economy. Financial markets have reacted positively to this development, with the stock market climbing, oil prices falling, and interest rates declining. How should investors interpret this agreement and what does it mean for portfolios? Read More →
Read MoreApril 14, 2026
We are proud to announce that Richard Artzi has once again been recognized as a Five Star Professional, marking his 14th consecutive year receiving this distinguished honor as one of Atlanta’s top wealth managers. Read More →
Read MoreMarch 3, 2026
For long-term investors, the essential task is to keep geopolitical headlines separate from portfolio decisions. What are the key considerations as events continue to unfold? Read More →
Read MoreJanuary 8, 2026
2026 begins after an extended run of strong market performance. That strength is positive—but it also raises reasonable investor concerns about valuation, concentration, and the likelihood of more volatile or moderate returns ahead. Read More →
Read MoreApril 26, 2023
The move is said to give its clients access to more investment options and its advisors additional flexibility. Stuart Jones, CFP, LUTCF and Rudy Rodriguez formed Kinship in 2019 after long and successful careers in financial services. Read More→
Read MoreNov 3, 2022
The three-quarter point hike marks the fourth consecutive hike of its kind and may not be the last one we see this year. Alex Reffett with East Paces Group says The Fed is making moves to keep people from spending money, which should help curb the inflation that has impacted so many people. Watch Now
Read MoreOctober 27, 2022
Sometimes the financial services industry can feel a bit “dog eat dog”— especially when it comes to acquisitions. Instead of relying solely on organic growth, many of the fastest-growing advisory firms simply choose to buy another business. And while the idea of acquiring another firm to achieve instant growth may be tempting, there are inherent risks in doing so. Read More→
Read MoreOctober 10, 2022
Achieving growth at scale empowers owners and their advisors with more time to do what is most critical to the success of the business — such as building and strengthening client relationships, managing investments, and developing new skillsets. Read More→
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