Reuter Global Markets Forum Q&A: David McInnis
October 27, 2020
Expect to see a market rotation in style, sector, and region after the uncertainty of the U.S. presidential election ends, David McInnis, principal and co-founder of East Paces Group, told the Reuters Global Markets Forum. Read More→
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Money Life Podcast with Chuck Jaffe
October 27, 2020
In this podcast with Chuck Jaffe, David McInnis lends insight to the investment strategies that have navigated a year marked by economic oscillation. Listen Now→
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Managing your retirement portfolio during an election season
October 16, 2020
Alex Reffett, East Paces Group Principal, joins The Final Round to share tips on adjusting your retirement portfolio during an election season and in volatile markets. Watch Now→
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Financial Planning Tools: How Software Helps Advisors Remain Confidently In Compliance
September 28, 2020
Making sure performance data is reported accurately is made easier by software, adds Alex Reffett, co-founder of East Paces Group in Atlanta. Read More→
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Checklist for Handling the Death of a Spouse
August 28, 2020
The best way to honor your spouse is to make sure their desired requests are carried out. "You are the only person who can do that," Curry says. "They expect you to take care of their last wishes the way they wanted." Read More→
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How to Find Hidden Retirement Money
September 25, 2020
Some people lose track of a retirement plan and need to find a lost 401(k) later. "Life gets in the way. You move on and forget," says David Curry, principal and co-founder of East Paces Group in Atlanta. Read More→
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Interview With The Agent: Bert Geiger
September 8, 2020
In this interview with Sports Agent Blog, Jason Morrin sits down with Bert Geiger to discuss his 33-year career managing for clientele within the realm of professional sports and entertainment. Read More→
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After wild stock-market ride, this is why it might be time to rebalance your investments
September 6, 2020
Is it time to take your profits out of the stock market? Possibly. But there's another way to tamp down on risk without having to pull everything out. Read More →
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Aug 25, 2020
In this podcast episode with ValueWalk, David McInnis discusses his approach to investing, financial planning and his views on real estate. Listen Now →
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Looking for Recession-Proof Stocks? Find the Outperformers
June 24, 2020
“Usually if a stock is acting in a resilient manner during a recession, then it’s going to be part of a larger group of stocks that have similar characteristics,” says David McInnis. Read More →
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