The Roth IRA is the “holy grail” of Tax Smart Investing

Eric Cramer
Investing Strategies

Creating and maintaining an investment portfolio that provides the best risk/return profile is the obsession of many investors.  More return with less risk is obviously the goal.  The stakes are high, which is why professionals and academics alike get into heated debates about...

2017 Rules Allow 401(k) Investors to Force up to $60,000 Into a Tax-Free Status

Eric Cramer
Investing Strategies

As we've written before, investors should pay attention to the asset location strategy of their investments.   THE ROTH IRA IS THE “HOLY GRAIL” OF TAX SMART INVESTING   Maximizing the after-tax return through a smart asset "location" strategy can yield meaningful positive...

Preview of the 2017 Annual Market Report

Eric Cramer
Announcements, Investing Strategies

Our Chief Investment Officer, Eric Cramer, gives a brief overview of what to expect for the 2017 Annual Market Reports. [audio mp3="http://buckheadinvestments.com/wp-content/uploads/2016/10/2017-AMR-PODCAST-1.mp3"][/audio]   Thanks for listening today. Please join u...

Brexit and the U.S. Capital Markets

Eric Cramer
Economy

The world is now fully aware that the United Kingdom has voted to leave the European Union.   Capital markets have responded negatively on the whole to the “Brexit,” and reactive sentiment, pro and con, has been dramatic. The British have never fully integrated into the...