Quarterly Review & Outlook-3rd Quarter 2019

October 17, 2019

“The best teammates are the ones I have to think about the least.“ -Tom Brady Not long ago computers were sold on processor speed, and car companies talked about torque and drivetrain. Companies actually made things, and they showed you how their things were better than everybody else’s things. Now, if you happen upon a […]

Quarterly Review & Outlook-2nd Quarter 2019

July 23, 2019

“The only thing we learn from history is that we learn nothing from history.” -Georg Hegel False narratives are invented after the fact to give order to chaos, to provide answers that are simple and compelling, even when the truth is out of reach. Why does the sun rise? Easy one, Helios drives a chariot […]

Quarterly Review & Outlook-1st Quarter 2019

April 19, 2019

Just give me one extra season, so I can figure out the other four -John Prine, “Blue Umbrella” The S&P 500 and other major equity markets rallied back in the first quarter and are now about flat from where they were before the selloff began last October. Over this time there was little differentiation among […]

“BT Wealth Management Names Terri Munro Partner,” Metro Atlanta CEO

February 13, 2019

In an article published on Feb. 8, 2019 by Metro Atlanta CEO, Terri Munro is featured for being named partner at BT Wealth Management. Her practice includes retirement, business succession, estate, and charitable planning for high net worth individuals and families. BT Wealth Management managing partner and chief investment officer Scott Craig says, “Terri’s specialized […]

“Newsmakers,” The Atlanta Journal-Constitution

February 6, 2019

In the Newsmakers section of The Atlanta Journal-Constitution published on Sunday, February 3, 2019, Terri Munro is highlighted for her recent elevation to partner. As a a CERTIFIED FINANCIAL PLANNER™ (CFP®), Munro helps clients with comprehensive financial planning and portfolio management. AJC subscribers may view the ePaper here.

“BT WEALTH NAMES TERRI MUNRO PARTNER”

January 25, 2019

BT WEALTH MANAGEMENT NAMES TERRI MUNRO PARTNER ATLANTA, Jan. 24, 2019 – BT Wealth Management, a leading Registered Investment Advisor headquartered in Atlanta, is excited to announce Terri Munro has been named a partner. Her more than 16 years of experience with helping clients plan and design investment portfolios adds tremendous value to the firm. […]

Quarterly Review & Outlook-4th Quarter 2018

January 24, 2019

“You could have done better but I don’t mind.” – Bob Dylan, “Don’t Think Twice” The power of the Federal Reserve is such that an off-handed comment can spark global market tumult. In an October interview on the pace of rate hikes, Fed Chairman Jay Powell remarked, “We may go past neutral, but we’re a […]

Quarterly Review & Outlook-3rd Quarter 2018

November 8, 2018

“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 […]

“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 […]

Page 2 of 8