Quarterly Review and Outlook – 3rd Quarter 2015

November 22, 2015

President Eisenhower once told a story that took place prior to World War I. Leavenworth Staff College had a course that required maps, and the only ones available were of the Alsace-Lorraine area and the Champagne in France. A group of reform-minded faculty pointed out that it was silly for the U.S. Army to use […]

Quarterly Review and Outlook – 2nd Quarter 2015

August 6, 2015

Noise. It’s everywhere. It distracts, causes accidents and affects outcomes. One of the most difficult stadiums in all of football is the Seattle Seahawk’s CenturyLink Field. CenturyLink is notorious for being loud. So loud, in fact, that on September 15, 2013, the crowd broke the Guinness World Record for the loudest crowd, with a roar […]

BT Wealth Management Adds Team, Office in Savannah

July 8, 2015

July 8th, 2015 BT Wealth Management LLC is pleased to announce the addition of Savannah-based Excelsia Investment Advisors, effective July 1, 2015.  Excelsia has a well-respected history of serving high net worth individuals, retirees and business owners in the southeast. With the addition of Excelsia, BT Wealth Management will exceed $350 million in assets under […]

Quarterly Review and Outlook – 1st Quarter 2015

May 8, 2015

May 8th, 2015 Imagine a scenario where banks are like storage units and investors have to pay them to hold their money.  As crazy as it sounds, several central banks in Europe are essentially doing just that.  Last year, as a way to stimulate its economy, the European Central Bank (ECB) decided to experiment with […]

Terri Munro Discusses Estate Tax Tips in Financial Planning Magazine

February 25, 2015

February 25th, 2015 Financial Planning Magazine turned to Terri Munro, Senior Advisor at BT Wealth Management, for expert commentary in its article, “Estate Tips for Wealthy Clients.” The article explores multiple strategies for estate plans and gives guidance on how the right estate plan can offer tax savings. In the article, Munro discusses charitable giving […]

Quarterly Review and Outlook – 4th Quarter 2014

February 10, 2015

February 10th, 2015 When the Beverly Hillbillies struck it rich in 1962, oil was trading at $2.97/barrel.  Factoring in inflation over the past 53 years would leave oil at $23.28/barrel today.  While the Hillbillies were television characters, there were plenty of wildcatters in the U.S. and other parts of the world that made fortunes on […]

Quarterly Review and Outlook – 3rd Quarter 2014

November 6, 2014

November 6th, 2014 When we think about Fall, we think of the weather getting cooler, leaves changing, children going back to school and, of course, football. Associates at BT Wealth and Bennett Thrasher are such big college football fans that we have a firm wide college “pick ‘em” contest.  It should also be noted that […]

Spring Clean Your Cash Flow

April 8, 2014

April 8th, 2014 Winter seems to be relenting here in Atlanta, and spring is finally making an appearance. As you are wrapping up your tax return, and getting that refund, focus your spring cleaning energy on reviewing your cash flow instead of splurging on that big-ticket item. No matter your income or net worth, all of our […]

Quarterly Review and Outlook – 4th Quarter 2013

February 6, 2014

February 6th, 2014 When the ball drops in Times Square (or the Peach in Atlanta), most of us wish for the same things – luck, good health, prosperity, and happiness. There is solidarity across the world in welcoming the New Year as a fresh start. In different cultures, traditions trump logic to bring good luck […]

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