“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 […]
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 […]
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 […]
BT Wealth Management, a leading Registered Investment Advisor headquartered in Atlanta, is proud to announce that Clay McDaniel has been promoted to partner. McDaniel has served as the firm’s Director of Research since September 2015 and has more than 13 years of experience with family offices, hedge funds and Registered Investment Advisors (RIA). “Clay is […]
“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 […]
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 […]
“My colleagues study artificial intelligence. I study natural stupidity.” Amos Tversky In early October, Richard Thaler was awarded the 2017 Nobel Memorial Prize in Economic Sciences for his contributions in behavioral economics. The human brain is a marvel, but flawed, and over the last few decades Thaler, Tversky, Daniel Kahneman, and others have detailed a […]
In an article published on October 15, 2017, in the Cobb Business Journal, BT Wealth Management was featured for hiring Justin Snell as the firm’s new chief operating officer. The article mentions how the firm passed the $500 million mark in discretionary assets under management earlier this summer and how Snell’s arrival from Bennett Thrasher, […]
In an article published on October 13, 2017, in Metro Atlanta CEO, BT Wealth Management was featured for hiring Justin Snell as the firm’s new chief operating officer. The article mentions how the firm passed the $500 million mark in discretionary assets under management earlier this summer and how Snell’s arrival from Bennett Thrasher, the […]
Firm That Recently Surpassed $500 Million in Assets Under Management Adds Fifth Hire Since April ATLANTA, October 12, 2017 – BT Wealth Management, whose rapid growth pushed it past the $500 million mark in discretionary assets under management (AUM) earlier this summer, has named Justin Snell as the firm’s new chief operating officer. Snell […]
We’ve moved, and know that it can be tricky to get to our new building. When you turn from Riverwood Parkway, Riverwood 200 will be the 12 story building on your right. To park, turn right just before you get to Riverwood 200 and drive around the building where you will find Visitor Parking. To enter Riverwood 200, walk back around to the front and walk in the main entrance. Take the elevators to the 10th floor. We are Suite 1075. In the event of rain, drive to the bottom of the visitor parking area and use the call box to call security to enter the reserved parking area. Let them know you are a guest of BT Wealth Management. Park in any spot that is not reserved and enter the building using the parking deck elevators.
