Why Bonds?
Since 1950 stocks have averaged 10.8% annually and bonds have averaged 6.2% annually. This is not new to most of us. We know that over...
- Filter by:
- All
- News
- Sugarloaf Gives
Social Security Myths
How social security works and when the best time to claim your benefits are can be overwhelming and confusing. Check out this article pointing out the top 10 myths associated with Social Security. Click here to read it. If you...
Case Study #1
A few years ago, we got a call from Lisa. Her husband had tragically had a heart attack and passed away. They had just recently become clients. Ricky and Lisa were retired educators and were living comfortably off of their...
Case Study #2 – Retiree
CASE STUDY #2 Randy was referred by an existing client who had retired years ago. Randy called in and indicated that his company had offered him an early retirement package and he wanted to see if he could make it...
Sugarloaf Wealth Management Leads by Example
Check out this great write up from the Community Foundation for Northeast Georgia! The CFNEG is a great organization that has been doing great things in our community for years! We've been honored to serve on their advisory committee and...
Year-end Gifting Ideas
Are you making any year end gifts? Consider one of these ideas before you do! Gift from your brokerage account: Instead of giving from your checking account, consider giving appreciated stocks/funds from your brokerage account. Transfer the security directly to...