Charitable Giving with QCDs

In the spirit of Thanksgiving, some people have taken to making lists: not the shopping and cooking to-do lists, but a reflective accounting of our many blessings, large and small. In practicing this gratitude journal, studies show we become more mindful and appreciative. As we center our thoughts on gifts we have received, the proceeding […]

Overcoming Financial Fears

Happy Halloween! This spooky season can be fun, but not having a grasp on your financial future can be scary! You don’t want to leave your money goals to chance, but you may be paralyzed with the fear of making the wrong decisions – or doubting the decisions you already have in place. The frightening […]

Welcome to the Team: Rusty Woodward

Asset Advisors is pleased to announce a new employee: Rusty Woodward, CFA®, CAIA®. Rusty grew up in Vienna, Georgia, and received a B.B.A. in Finance and a B.B.A. in Economics from The University of Georgia. Before joining Asset Advisors, Rusty was a Corporate Banking Analyst with BB&T in Dallas, Texas, and an Investment Analyst with […]

Grandparent-Owned 529 Plans

A new grandchild is an exciting and momentous addition to your family and to your legacy. Instead of lavishing gifts of clothing or toys that are soon outgrown, why not invest in something that will grow with them? A 529 plan is a state-administered, tax-free savings plan to help pay for education, with the option […]

Welcome to the Team: Will Evans

  Asset Advisors is pleased to announce the addition of a new member to our team: Will Evans, CPA, PFS, CFP®. Will is grateful to call Augusta home. A graduate of Lakeside High School, he achieved a Bachelor of Business Administration in Accounting and a Master of Accountancy from the University of Georgia. Before joining […]

Investment Strategies to Save Tax Dollars

Now that tax season is over (for most), you might be anticipating a welcome mental break from your financial affairs. However, if taxes caused you a headache this year, whether because of their complexity, amount of paperwork, or the amount you owed, know that there are strategies you can implement now to prepare ahead. And […]