News

By: BTCPA on January 25, 2017
BT Wealth Management LLC, a leading financial advisory firm headquartered in Atlanta, is proud to announce the promotion of Orlow Medwin “Win” Walstad III to partner.
By: BTCPA on November 3, 2016
“It doesn’t matter THAT the wind is blowing. It matters WHAT the wind is blowing.” -Ron White, comedian
By: BTCPA on October 17, 2016
Thinking Taxes - Click here to see the full newsletter.
By: BTCPA on August 17, 2016
In a recent article published by U.S. News & World Report, Terri Munro provides insight on how to avoid the most common financial pitfalls in divorce. Among the most common mistakes is Qualified Domestic Relations Orders (QDRO) that are unclear or delayed.
By: BTCPA on August 8, 2016
Erwin Schrodinger was a physicist in the early 20th century known for his work in quantum mechanics, for which he was awarded the Nobel Prize in 1933. He is famous for his “Schrodinger’s cat” thought experiment which showed how weird physics gets at the atomic level. If the observable world behaved like atoms, he said, one could create a simple experiment such that a cat would be both alive and dead at the same time.
By: BTCPA on August 8, 2016
Patience was rewarded during the first quarter. Stocks sold off hard for the second time in eight months, but again rallied back
By: BTCPA on June 24, 2016
Last night the United Kingdom surprised markets and voted to leave the European Union, a decision known as “Brexit.” The immediate reaction was negative across global stock markets, to varying degrees depending on proximity to Europe
By: BTCPA on January 29, 2016
“Knowledge of human nature is the beginning and end of political education.” – Henry Adams. The same can be said for investor behavior when the stock market gets volatile.
By: BTCPA on December 18, 2015
BT Wealth Management’s Senior Financial Planner, Terri Munro, was featured in an article about the importance of financial education in children
By: BTCPA on November 25, 2015
In the November 2015 issue of Financial Advisor magazine, BT Wealth Management senior financial planner Terri Munro was featured in an article about how best to help clients going through a traumatic event, such as divorce
By: BTCPA on November 25, 2015
Terri Munro, a senior financial planner for BT Wealth Management, was featured in an article published by the Financial Planning Association of Silicon Valley about the financial adjustments recently divorced or widowed women must make.
By: BTCPA on November 25, 2015
On September 29, Terri Munro was quoted in an article about safe investment practices and dollar-cost averaging.
By: BTCPA on November 23, 2015
President Eisenhower once told a story that took place prior to World War I.
By: BTCPA on August 6, 2015
Noise. It’s everywhere. It distracts, causes accidents and affects outcomes. One of the most difficult stadiums in all of football is the Seattle Seahawk’s CenturyLink Field.
By: BTCPA on July 8, 2015
BT Wealth Management LLC is pleased to announce the addition of Savannah-based Excelsia Investment Advisors, effective July 1, 2015. Excelsia has a well-respected history of serving high net worth individuals, retirees and business owners in the southeast. With the addition of Excelsia, BT Wealth Management will exceed $350 million in assets under management.
By: BTCPA on May 8, 2015
Imagine a scenario where banks are like storage units and investors have to pay them to hold their money. As crazy as it sounds, several central banks in Europe are essentially doing just that.
By: BTCPA on February 25, 2015
Financial Planning Magazine turned to Terri Munro, Senior Advisor at BT Wealth Management, for expert commentary in its article, “Estate Tips for Wealthy Clients.” The article explores multiple strategies for estate plans and gives guidance on how the right estate plan can offer tax savings.
By: BTCPA on February 10, 2015
When the Beverly Hillbillies struck it rich in 1962, oil was trading at $2.97/barrel. Factoring in inflation over the past 53 years would leave oil at $23.28/barrel today.
By: BTCPA on November 6, 2014
When we think about Fall, we think of the weather getting cooler, leaves changing, children going back to school and, of course, football.
By: BTCPA on April 8, 2014
Winter seems to be relenting here in Atlanta, and spring is finally making an appearance. As you are wrapping up your tax return, and getting that refund, focus your spring cleaning energy on reviewing your cash flow instead of splurging on that big-ticket item. No matter your income or net worth, all of our clients can benefit from taking a look at optimizing spending.
By: BTCPA on February 6, 2014
When the ball drops in Times Square (or the Peach in Atlanta), most of us wish for the same things – luck, good health, prosperity, and happiness. There is solidarity across the world in welcoming the New Year as a fresh start. In different cultures, traditions trump logic to bring good luck for the coming year.
By: BTCPA on November 26, 2013
After a 33-year bond bull market, many investors believe that bonds remain the safe place to invest. Interest rates dropped over this time period and the value of bonds increased.
By: BTCPA on October 29, 2013
One of my favorite television shows of all time is Seinfeld, a comedic show about nothing. Just like Seinfeld, many people are trying to find meaning in the hints and vagaries in the FED rhetoric. And also like Seinfeld, most FED speak gets a big reaction from their large following.
By: BTCPA on October 22, 2013
BT Wealth Management, an affiliate of Bennett Thrasher LLP, has hired 25-year industry veteran Bernard Palmer as a managing director, effective Sept. 16, 2013.
By: BTCPA on September 4, 2013
While the summer has been quite mild, we anticipate market volatility will heat up in September and October. The Congressional debate over the debt ceiling that could lead to a possible government shutdown, to taper or not to taper, the uncertainty of Ben Bernanke’s successor and the Syrian conflict are all issues facing the markets over the next couple of months.
By: BTCPA on August 21, 2013
It is important for an investor to know the differences between a Registered Investment Advisor (RIA) and a Broker-Dealer, or at least know the right questions to ask.
By: BTCPA on July 31, 2013
The 2nd quarter was an eventful one for us at BT Wealth, as the US equity markets extended a run and then made a quick pull back in June on comments from Ben Bernanke, bonds lost value as they endured a two-pronged attack of interest rate and spread widening, and we wished Steve Barth well as he decided to take on a new challenge in his career.
By: BTCPA on July 15, 2013
On June 19th, Bernanke announced that there could be a tapering of the bond buying program by the end of the year. The resulting action was selling in both the equity and bond markets, sending most bond fund to negative performance figures for the quarter and many for the year to date.
By: BTCPA on January 28, 2013
Over the past few weeks we have witnessed the essence of political dysfunction in the US as the idea of the Treasury minting a $1 trillion coin to circumvent the debt ceiling went from a joke to a respectable policy option.
By: BTCPA on November 12, 2012
The Atlanta Business Chronicle has selected BT Wealth Management, an affiliate of Bennett Thrasher PC, as one of Atlanta’s Top 25 Money Managers, ranked by assets under management, for 2012-2013. Currently BT Wealth has $200 million under assets, with 90 percent of revenue coming from individuals and 10 percent from institutions.