Estate Tax Reduction

June 30, 2017
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Listen to a brief story about a client who wanted to eliminate estate taxes and support her family and support favorite charities now and after she is gone.

Are we wired to fail at INVESTING?

October 24, 2017
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In a word, yes. by: David Cross, Certified Portfolio Manager This is your brain         This is your brain on investing         Investing is part of life.  How well you do it determines whether life’s stages and their associated costs are ushered in smoothly or with a lot of […]

Dow 22,000

August 31, 2017
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A common concern we hear from investors today is that there is limited upside to investing, and people are concerned with the potential for another cataclysmic decline like the one we saw in 2008 and 2009. Those were very difficult times. While I do believe we will see a recession at some point soon, I […]

Bourbon & Baubles

June 30, 2017
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Join us for an EXCLUSIVE Event where we will taste a rare bourbon – Old Rip Van Winkle 10 year.  RSVP to Karen Karl at 678-896-0696 or email us at info@us-am.com