2025

Current Market Turbulence

April 7, 2025

The new tariffs on imports to the US have caused turmoil in stock markets worldwide. The current US administration believes these tariffs will help rectify the negative trade balance the US has with most countries, which it sees as damaging…

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American Hope

March 31, 2025

As many of you know, I am an American by choice, having immigrated from the UK almost 30 years ago. Like many, I was misled into thinking the commonality of language would mean there was a commonality of national culture.…

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Adaptive Reuse: Unlocking Value in Underutilized Real Estate

March 24, 2025

The commercial real estate landscape continues to evolve in response to shifting demand patterns, relatively high interest rates, and changing urban dynamics. One aspect of the evolution is increased investor interest in adaptive reuse projects. These projects can offer a…

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Giving for Impact

March 17, 2025

Political debate in our country has reached a fever pitch as the new administration implements its approach to conducting the business of government. One focus has been on where our tax dollars come from and how our government is spending…

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New Beginnings

March 10, 2025

We have exciting news to share. After 17 years in the same location, we have recently completed a move to new office space. Our new location is just across Peachtree Street at Midtown Plaza Two, Suite 1050. The view from…

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When Teeth Pay Off

March 3, 2025

Recently my oldest child lost her first tooth. After weeks of providing reassurance that the outcome would be survivable, despite the tooth becoming more and more wiggly, the tooth finally let go. We are thrilled to report that there were…

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Something Different for the Spring

February 24, 2025

With the outdoor cycling season just around the corner, I thought I would do something different and decided to register for my first gravel bike ride adventure.  I have just bought a gravel bike which is a hybrid design between…

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Wealth and Happiness 

February 17, 2025

A recent report from Harvard Business School (“The Happiness of Millionaires”) explored how wealth impacts happiness. The report looked at information relating more than four thousand millionaires across two extensive studies. The researchers addressed two questions: The findings offer insights…

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The American Dream

February 10, 2025

I just returned from a trip to San Francisco, where I took a ride in a Waymo for the first time! For those of you unfamiliar with Waymo, these are driverless taxis. It was an incredible experience! As someone who…

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2025 Tax and Retirement Changes: What You Need to Know

February 3, 2025

As 2025 gets underway, there are several key changes in tax and retirement regulations to know. Here’s an overview of the most interesting. Retirement Contributions The contribution limits for qualified retirement plans, including 401(k)s and 403(b)s, have increased by $500,…

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