The views in these articles are those of the author and may not be applicable to all client situations. Asset Advisors shares this information for reference purposes only.
The holidays bring families together, for better or for worse, and as we share a meal, several delicate topics might pop up: politics, religion, death, or money. Your family may have its own etiquette for whether discussion of politics or religion is allowed at the dinner table, but every family needs to have the conversation […]
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 […]
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 […]
We all can stand to learn a thing or two about fraud protection. And it seems school is always in session as new threats make us rewrite the lesson plans. Protecting your assets and data is one of our highest priorities at Asset Advisors Investment Management. But it’s also important for you to do your […]
SUMMARY OF SERVICES v2025
Summer is now winding down and students – ready or not – are heading back to school. During their school break, many of them have learned important skills from a summer job. If your child or grandchild earned wages, you can teach them how to save some of that hard-earned cash in their own retirement […]
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 […]
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 […]
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 […]
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 […]