Insights Center

HAPPY MEMORIAL DAY!

Our offices will be closed on Monday, May 27th, 2024. We will resume normal business hours on Tuesday, May 28th, 2024. On this important day, as we commemorate those we have lost in military service to our country, we wish you and your family peace and prosperity.
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WEALTH MANAGEMENT QUARTERLY – Q2-2024

Q2 2024: Wealth & The Four Horsemen Q: Allen, why title this WMQ “Wealth & The Four Horsemen?” Recently, while looking through my bookshelves for something to read, I saw my copy of Barton Biggs’ Wealth, War, & Wisdom with the Foreword by Yale Endowment CIO, David Swensen. Barton Biggs served as Morgan Stanley’s research…
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Portfolio Commentary – Q1 2024

SUMMARY Great Presidential Election Year Starts The Fly in the Ointment, Escalating Conflict Political Prediction Markets Portfolio Commentary Written by Allen Gillespie, CFA®, Chief Investment Officer Download a PDFGreat Presidential Election Year StartsIn our last Portfolio Commentary, we shared the Stock Trader’s Almanac data regarding typical presidential election year patterns.  At the time, we thought…
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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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