“It ain’t the heat, it’s the humility.” ‐ Yogi Berra Trade wars make for good headlines, but investor attention is more closely trained on the recent strength of the U.S. economy, and what it means for monetary policy and interest rates. The Fed is the thermostat1 keeping the economy a nice, constant temperature despite occasional […]
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 […]
“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. […]
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 […]
Cobb Business Journal published an announcement of BT Wealth Management being named to Accounting Today’s ‘The Top 150 CPA Firms By AUM’ on June 28, 2018. BT Wealth Management is ranked as 38th largest in the U.S. “We are honored to be recognized in consecutive years and are thrilled to be closing in on our […]
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 […]
“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 […]
“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 […]
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.
