Insights Center

ATHENS OFFICE RELOCATION ANNOUNCEMENT

On April 19, 2024, our Athens office will be moving. We will be in the same building, on the same floor, and around the corner from our current office. So that you know, our suite number will remain the same. Stop by for a tour! We’ll be happy to show you around. Find us at…
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Tax Season Questions

As tax season ramps up, Bethany Thompson, Certified Tax Specialist™, put together a list of some of our most asked tax questions. As always, please consult your tax advisor, as FCA and its affiliates are not tax or legal advisors. Why did I get a 1099 For my 401(k) rollover? If you rolled over your…
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WEALTH MANAGEMENT QUARTERLY – Q1-2024

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Q1 2024: Exponential Biology & Eternal Punishment Q: Allen, why title this WMQ “Exponential Biology & Eternal Punishments?” As an investment advisory and strategic financial planning firm, FinTrust provides retirement advice as a core service. Retirement planning involves modeling financial resources to help clients balance how much to spend today (quality living) without running out…
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Portfolio Commentary – Q4 2023

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SUMMARY A Narrow Market Broadens in the Final Quarter Expect the Yield Curve to Normalize in 2024 Presidential Election Years – “Open Field” v. “Incumbent Led” Markets Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFA Narrow Market Broadens in the Final QuarterIn our last Portfolio Commentary, we detailed the historical…
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HAPPY MLK DAY!

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In observance of Martin Luther King Day, our office will be closed on Monday, January 15th, 2024. We will resume normal business hours on Tuesday, January 16th, 2024.
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