“The No. 1 No-No When Dealing With Divorcing Clients,” Financial Advisor Magazine

July 31, 2018

In an article published July 19 by Financial Advisor Magazine, wealth advisor Terri Munro offers insight into advising clients during a divorce. She emphasizes the importance of having proactive conversations with clients on their financial planning desires, updating beneficiaries and asset titling accordingly, and discussing the potential consequences of transferring assets into joint ownership should […]

Quarterly Review & Outlook-2nd Quarter 2018

“A man should look for what is, and not for what he thinks should be.” ‐ Albert Einstein In the 20 years following the demolition of the Berlin Wall, the relentless decline in economic barriers fostered a period of global wealth creation with no historical parallel. Still, the world has never been a free‐trade utopia. […]

“Six Atlanta firms honored by Accounting Today,” Northside Neighbor

July 11, 2018

BT Wealth Management was mentioned in the Northside Neighbor on July 6, 2018 as one of six Atlanta financial advisory firms named to Accounting Today magazine’s 2018 edition of “The Top 150 Firms by AUM” – the annual ranking of leading U.S. wealth management firms by assets under management. You may access the full article […]

“Retirement means it’s time to spend,” Atlanta Business Chronicle

June 5, 2018

In an article published in Atlanta Business Chronicle on June 1, 2018, BT Wealth advisor Terri Munro explains how people must shift their mindset as they enter retirement – although it doesn’t always mean completely eliminating work. “More and more, however, financial advisers are seeing high-net-worth retirees who actually still work,” she says. Subscribers may […]

Quarterly Review and Outlook – 1st Quarter 2018

May 3, 2018

“If you see ten troubles coming down the road, you can be sure that nine will run into the ditch before they reach you.” ‐ Calvin Coolidge The administration’s skepticism on existing trade deals bore teeth in the first quarter, sparking volatility as investors seek to balance the back‐and‐forth headlines with a steady flow of […]

“BT Wealth Management Promotes Clay McDaniel to Partner,” Inside Public Accounting

March 19, 2018

In a recent article published in Inside Public Accounting, BT Wealth Management Director of Research Clay McDaniel was featured for his promotion to partner. McDaniel has served in his role with the firm since 2015 and has more than 13 years of experience with family offices, hedge funds and Registered Investment Advisors. He came to […]

“BT Wealth Management Promotes Clay McDaniel to Partner,” Metro Atlanta CEO

March 6, 2018

In an article published on March 6, 2018, in Metro Atlanta CEO, BT Wealth Management Director of Research Clay McDaniel was featured for his promotion to partner. McDaniel has served in his role with the firm since September 2015 and has more than 13 years of experience with family offices, hedge funds and Registered Investment […]

Quarterly Review and Outlook – 4th Quarter 2017

January 31, 2018

    “Don’t just do something, stand there.” Martin Gabel   We find it challenging to form a well-reasoned outlook for 2018 that defies conventional wisdom. Growth is steady and balanced, unemployment is low, and corporate earnings are expected to continue growing. There are pockets of concern, but nothing large enough to threaten a diversified […]

“Craig: Atlanta’s Economy Continuing to Expand in 2018,” Atlanta Journal-Constitution

January 2, 2018

In a recent article published in the print edition of the Atlanta Journal-Constitution, Scott Craig, president and chief investment officer of BT Wealth Management, discusses the outlook for metro Atlanta’s economy. Specifically, he discusses how the new tax plan will help improve portfolios. “There is a positive feedback loop right now in the global economy […]

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