Resources

  • BT Wealth Management Names Win Walstad Partner

    January 25th, 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.
  • Quarterly Review and Outlook – 3rd Quarter 2016

    November 3rd, 2016

    “It doesn’t matter THAT the wind is blowing. It matters WHAT the wind is blowing.” -Ron White, comedian
  • Thinking Taxes - Fourth Quarter Newsletter

    October 17th, 2016

    Thinking Taxes - Click here to see the full newsletter.
  • Terri Munro Discusses How to Protect Your Money in Divorce in U.S. News & World Report

    August 17th, 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.
  • Quarterly Review and Outlook – 2nd Quarter 2016

    August 8th, 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.
  • Quarterly Review and Outlook – 1st Quarter 2016

    August 8th, 2016

    Patience was rewarded during the first quarter. Stocks sold off hard for the second time in eight months, but again rallied back
  • Brexit Decision

    June 24th, 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
  • Quarterly Review and Outlook – 4th Quarter 2015

    January 29th, 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.
  • The Fiscal Times Quotes Terri Munro

    December 18th, 2015

    BT Wealth Management’s Senior Financial Planner, Terri Munro, was featured in an article about the importance of financial education in children
  • Terri Munro Discusses How to Handle Clients in Distress in Financial Advisor Magazine

    November 25th, 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