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 […]
“BT Wealth Management named to Accounting Today’s Top 150 Firms,” Cobb Business Journal
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 […]
“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 […]
Page 1 of 6
