Quarterly Review and Outlook – 1st Quarter 2017

April 20, 2017

An airplane by its nature wants to fly, and if not interfered with too strongly by unusual events or by a deliberately incompetent pilot, it will fly. A helicopter does not want to fly.” ‐ Harry Reasoner, 1971, ABC Evening News

BT Wealth Management Names Win Walstad Partner

January 25, 2017

BT Wealth Management LLC, a leading financial advisory firm headquartered in Atlanta, is proud to announce the promotion of Orlow Medwin “Win” Walstad III to partner. Walstad joined the BT Wealth Management team in 2015 serving as a Wealth Advisor. His 18 years of experience in investment research and analysis, portfolio management, and estate and […]

Quarterly Review and Outlook – 3rd Quarter 2016

November 3, 2016

“It doesn’t matter THAT the wind is blowing. It matters WHAT the wind is blowing.” -Ron White, comedian On a recent due diligence trip, we visited with a group of asset management firms that, collectively, are charged with investing over $100 billion of client capital anywhere in the world they see fit. Each has its […]

Terri Munro Discusses How to Protect Your Money in Divorce in U.S. News & World Report

August 17, 2016

In a recent article published by U.S. News & World Report, Terri Munro provides insight on how to avoid the most common financial pitfalls in divorce. Among the most common mistakes is Qualified Domestic Relations Orders (QDRO) that are unclear or delayed. Munro suggests contacting the plan administrator early in the divorce process to ensure […]

Quarterly Review and Outlook – 1st Quarter 2016

August 8, 2016

“There’s too much tendency to attribute to God the evils that man does of his own free will.” – Agatha Christie Patience was rewarded during the first quarter. Stocks sold off hard for the second time in eight months, but again rallied back. The rushing tide of market pundits forecasting an imminent U.S. recession has […]

Quarterly Review and Outlook – 2nd Quarter 2016

“The test of a first rate intelligence is the ability to hold two opposed ideas in the mind at the same time and still retain the ability to function.”   –F. Scott Fitzgerald Erwin Schrodinger was a physicist in the early 20th century known for his work in quantum mechanics, for which he was awarded the […]

Brexit Decision

June 24, 2016

Good Afternoon, Last night the United Kingdom surprised markets and voted to leave the European Union, a decision known as “Brexit.” The immediate reaction was negative across global stock markets, to varying degrees depending on proximity to Europe. In the US, where we take most of our risk, equities are down, but not alarmingly so. […]

Quarterly Review and Outlook – 4th Quarter 2015

January 29, 2016

“Knowledge of human nature is the beginning and end of political education.” – Henry Adams The same can be said for investor behavior when the stock market gets volatile. When all is calm, the armies of Wall Street analysts do lengthy fundamental research and construct beautiful spreadsheet models that discount all future cash flows back […]

The Fiscal Times Quotes Terri Munro

December 18, 2015

BT Wealth Management’s Senior Financial Planner, Terri Munro, was featured in an article about the importance of financial education in children. The article outlines how Terri uses the classic board game “Monopoly” to teach younger children counting and making change and older children the concepts of debt and rent. “All ages get exposure to negotiation, […]

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