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WEALTH MANAGEMENT QUARTERLY – Q4-2023

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Q4 2023: Long, Dark Shadows Q: Allen, why title this WMQ “Long, Dark Shadows?” AG: In natural light, long shadows appear in the winter when the axis of the earth is pointed away from the sun. Halloween with its ghosts, jack-o’-lanterns, and shadows, fittingly announces winter’s approach. Beyond the solstice points, long shadows appear at…
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HAPPY LABOR DAY!

Our office will be closed on Monday, September 4th, 2023, in observance of the Labor Day holiday. We will resume normal business hours on Tuesday, September 5th, 2023. We wish you and your family a safe and healthy holiday.
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EPISODE 14 – U.S. DEBT RATING

Welcome to this special episode of “From The Desk Of,” our podcast about markets, life, and all things financial. Join Donna Rasile, Senior Vice President and Investment Advisor, and Allen Gillespie, Chief Investment Officer, as they discuss the recent downgrade of the US debt rating and what implications that has on the economy and to investors.

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Athens Office will be Closed Through August 25th

Our Athens office will be closed this week through Friday, August 25th for replacement of the air conditioning system. It will reopen Monday, August 28th. Staff will be working remotely during this time, and phone calls can still be made to the usual office lines. For questions or more information, call the Athens main office…
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WEALTH MANAGEMENT QUARTERLY – Q3-2023

Q3 2023: ChatGPT & The Wizard of Oz Q: Allen, why title this WMQ “ChatGPT & The Wizard of Oz?” AG: ChaptGPT reached the 1 million downloads mark faster than any prior application.  This table will help our reader’s perspective. Source: askwonder.comThese are obviously magical numbers that have excited the market about the potential for…
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Portfolio Commentary – Q2 2023

SUMMARY ChatGPT & Artificial Intelligence’s Potential and Buybacks Spark Technology Stock Rebound. Cap-weighted equity index versus equal-weighted equity index performance is close to extremes. Federal Reserve Rate Hiking Cycles – the historical record and the modern economy. Bonds Yields May Be Competitive Against Equities for Long-Term Investors Portfolio Commentary Written by Allen Gillespie, CFA®, Chief…
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