Information to help you lead a smarter financial life.

20 Second Advisor: Market Dips – How to manage risk

We all know that stocks go up and stocks go down, but when we experience volatility and see lower values on our account statements, it gives us a real gut check!  Do I want to own stocks?  Can I handle the risk in my portfolio?  Here are a few tips to help deal with the…

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20 Second Advisor: Rebalancing – The pro’s way to buy low and sell high

I’ve been getting a lot of questions about market timing.  Most of the questions are something like this: “This bull market can’t last forever.  When do you think the market will go down and what should I do to protect myself?” Unfortunately, it’s pretty much impossible to time the market. Study after study has shown…

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34 things you need to know about the tax law

A great article was posted on CNN Money summarizing the main points you need to know about the incoming tax law.  Here is the summary:   1. This is the first significant reform of the U.S. tax code since 1986. Reagan signed major legislation for corporations and individuals in 1986. Since then, serious tax reform has eluded Republicans,…

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Verisail Partners Makes 2018 Bulldog 100 List

As we wrap up 2017, we are thrilled to announce that Verisail Partners has been included in the 2018 Bulldog 100 list. This annual program recognizes the fastest-growing businesses owned or operated by UGA alumni. More than 500 nominations were submitted for the 2018 list.  We are thankful for all the clients and relationships that enable…

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How do you define investment success?

Too often we compare the performance of our portfolios with a benchmark, such as the S&P 500 Index. We may think: The S&P 500 was up 10% last year, so why was my portfolio only up 6%? The S&P 500 may seem like a reasonable performance benchmark. After all, it’s the most widely discussed proxy…

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Bitcoin…What Is It and Should You Invest In It?

More and more people are asking about Bitcoin. If you haven’t heard of Bitcoin, it’s one type of Cryptocurrency. The first question people ask is What is Bitcoin? This article provides a straightforward explanation. Another question we get asked is “should I invest in it?” For the vast majority of you…NO! There is too much risk…

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How to Be Financially Thankful This Season

Thanksgiving was last week which means we have officially entered the Holiday season. Aren’t we supposed to feel good this time of year? Aren’t we supposed to be thankful for our family, friends, jobs, etc? Isn’t everything supposed to be right in the world? What does it mean to be financially thankful? I propose that…

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You received an inheritance, now what?

Research shows the average inheritance is spent within five years. As an advisor at Verisail, I have seen both sides of the coin. Some of my clients have done a great job at continuing to live their lives as if the inheritance wasn’t even there. I have witnessed other clients unwisely spend a significant portion…

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Why Don’t We Take Better Care Of Ourselves?

This is an article written by a friend of mine, Ann-Marie Giglio. Ann-Marie owns Core Matters, a fitness studio in Roswell, GA. I love her approach to fitness and nutrition. When I read this article, I immediately thought of the parallels between this and our finances. Often times, the barriers to making progress in our…

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