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Who benefits from ESG portfolios?

ESG investing has taken the investment world by storm in 2021. What difference are you really making by buying ESG funds?

Casey Smith

President

Matthews Barnett, CFP®, ChFC®, CLU®, Financial Planning Specialist gives an update on the 2022 Tax Proposal. Could these changes affect you?

https://conta.cc/3G9QbIj #taxproposal #buildbackbetter #tax #taxes

We are thrilled to announce that we have been voted Best of Georgia 2021 for the Financial Advisor category! Thank you to everyone who took the time to vote.

#bestofgeorgia #marietta #mariettaga #mariettasquare #financialplanner #financialadvisor #financialplanning #georgia

Tax loss harvesting can be done throughout the year, and the process provides value by selling a security or a fund, at a loss and “harvesting” it to offset potential gains. Read today's full blog to learn more.

https://conta.cc/3dhEjaR #taxlossharvesting #taxstrategy #tax

On today's new podcast episode, they go over how tax loss harvesting works. Listen wherever you get your podcasts!

https://conta.cc/3pcVP5w #tax #taxes #taxstrategy #taxlossharvesting

Robert Swarthout joins Casey on today's new episode to discuss cryptocurrency, digital assets, and block chain. Listen wherever you get your podcasts!

https://conta.cc/3p5dcW0 #bitcoin #crypto #cryptocurrency #digitalassets

125 Church Street NE
Carmichael Building, Suite 220
Marietta, Georgia 30060

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