January 11, 2022
Alex Reffett, the principal and co-founder of adviser firm East Paces Group in Decatur, Georgia, recently sat down with PLANADVISER for a wide-ranging interview, during which he reflected on some key lessons learned in 2021 and shared some suggestions for providing great client service in 2022. Read More→
Read MoreDecember 31, 2021
After 2021's stellar market gains, we expect more modest returns for 2022. Our view is that 2022 will be the year in which the global economy experiences a full recovery….Read More→
Read MoreDecember 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→
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