Preview of the Q2 2017 Market Report

Eric Cramer
Announcements, Investing Strategies

Our Chief Investment Officer, Eric Cramer, gives a brief overview of what to expect for the Q2 2017 Market Reports. [audio wav="http://buckheadinvestments.com/wp-content/uploads/2017/04/Q2-2017-QMR-PODCAST.wav"][/audio]   Thanks for listening today. Please join us f...

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...

BIP’s Curated, Saavy Investment Model

For almost 20 years I have been working in the banking or investment industry. I consider myself fortunate that I was never “trained” by any of the large brokerage houses… it would be hard to “un-learn” all the things that brokerage houses teach to impressionable young...