December 1, 2021
A 2018 study by the Financial Planning Association (FPA) found that more than 90% of advisers recognize the risks associated with not having a succession plan, but just 27% had a plan in place to transition when they no longer want to work full time. Read More→
Read MoreNovember 11, 2021
CBS46 discusses how burnout plays a factor in our everyday lives and how we can overcome our daily stressors with productive coping mechanisms. Watch Now→
Read MoreAugust 26, 2021
Matt Canine, a senior wealth advisor at the East Paces Group in Atlanta pointed out that the conversion "would not make as much sense for someone who is in a current high tax bracket." Read More→
Read MoreJuly 22, 2021
“There’s definitely a level of curiosity,” says Alex Reffett, principal and founder of East Paces Group in Atlanta, Georgia. “Everyone’s brought it up.” Read More→
Read MoreJuly 19, 2021
“It is important to stay disciplined and disengage emotionally as much as possible,” says David McInnis, a principal at East Paces Group. Read More→
Read MoreJuly 15, 2021
The IRS has begun sending out child tax credit payments through direct deposit or checks to qualifying families. WSB-TV spoke with local financial advisor Alex Reffett to discuss the mechanics of these new payments. Read More→
Read MoreJune 22, 2021
“Bitcoin prices have established and continued to test a technical support level of $30,000 since January of this year,” said Alex Reffett, co-founder of East Paces Group in Atlanta. Read More→
Read MoreJune 17, 2021
The pandemic has magnified the value technology platforms bring to both advisors and their clients, but are you fully utilizing the technological resources available to you? Read More→
Read More6/9/2021
Day trading spiked during the coronavirus pandemic, but it's risky business - especially if you don't know what you're doing. FOX 5's Dana Fowle discusses some of the pitfalls of the practice with East Paces Group’s David McInnis. Watch Now→
Read More6/10/2021
“That’s one thing we want to impress on people. If you’re currently invested in the market, you’re probably going to be OK., ” says Matt Canine, a certified financial planner and senior wealth advisor with East Paces Group in Atlanta. Read More→
