Market Behavior Continues to Defy Predictions

2017 continues to be a year of market behavior that defies predictions. In fact, we are not aware of a single “market outlook” from late 2016 that accurately described ahead of time what has occurred so far this year. It may be even more vexing to investors that the financial...

Preview of the Q3 2017 Market Report

Eric Cramer
Announcements, Investing Strategies

Our Chief Investment Officer, Eric Cramer, gives a brief overview of what to expect for the Q3 2017 Market Reports. [audio mp3="http://buckheadinvestments.com/wp-content/uploads/2017/07/2017-Q3-QMR.mp3"][/audio]   Thanks for listening today. Please join us for one o...

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...