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How to Reverse Lifestyle Creep

Whether you have heard the phrase lifestyle creep or not, the odds are good that you have experienced it either first-hand or indirectly. Another word for it is lifestyle inflation. As you make more money, your apartment or house gets a little bigger, your furniture gets nicer, and dining out becomes more frequent. Then you meet someone special and your family grows from one person to two and then comes baby and…another baby and so on and so forth. The house needs to accommodate more people, the cars need to be safer and nicer and larger.

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Impact Investing: Pros and Cons

“SOCIETY IS DEMANDING THAT COMPANIES, BOTH PUBLIC AND PRIVATE, SERVE A SOCIAL PURPOSE. TO PROSPER OVER TIME, EVERY COMPANY MUST NOT ONLY DELIVER FINANCIAL PERFORMANCE BUT ALSO SHOW HOW IT MAKES A POSITIVE CONTRIBUTION TO SOCIETY.”- LARRY FINK, CEO OF BLACKROCK.

Recently, as Impact Investing has gained more attention in the investment world, we have received a number of questions from clients and prospective clients about what it is, whether it is a viable strategy, how it can be implemented into an existing investment strategy and whether we currently offer impact investing strategies to our clients. Given the frequency of these questions, we wanted to share this article to shed some light on the subject.

It should be made clear that we do not currently have a specific strategy dedicated to impact investing and it is not commonly a mitigating factor in the manner in which we make our investment decisions as a fiduciary to our clients. If in the future, there comes a demand for such a strategy, then we will consider incorporating impact investing and the values behind it into our portfolios.

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Five Years Until Retirement: Countdown and Checklist

Like the horizon line, retirement was always in view but seemingly far away. Now, that endpoint may be looking a lot closer and more real. Retirement is moving from a someday category to an in less than a decade category and you may find yourself panicking. For years you dutifully looked over your employer match paperwork, checked your savings balances, and maybe even had a financial advisor to help you out. But now the finish line is in sight and you may worry that you are not where you need to be. In this article, we will go over some checklist items to look over to get you on track and restore that peace of mind.

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Tru Independence Nabs $200M Team, Eighth Addition This Year

by: Kerri Anne Renzulli

Tru Independence’s hot streak shows no sign of slowing. The breakaway consulting company, which began in 2014, has assisted more than 20 firms launch or maintain their independent advisor business with nearly half that total happening this year alone.

Its latest addition is a new RIA, Paces Ferry Wealth Advisors, in Atlanta, Georgia. Founded by a pair of former J.P. Morgan Securities advisors, Jeff Diamond and Zachary Morris, the RIA will cater to high-net-worth individuals, entrepreneurs, business owners and foundations. They managed $200 million in assets at their previous employer.

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Ex-JPM advisors managing $200m launch Atlanta RIA

Jeff Diamond and Zachary Morris have left JPM Securities to set up an independent RIA.

by: Ian Wenik

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2849 Paces Ferry Rd SE, Suite 660
Atlanta, GA 30339

Best Financial Advisors in Atlanta

PACES FERRY WEALTH ADVISORS IS A REGISTERED INVESTMENT ADVISOR WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION. Registration does not imply any level of skill or training. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.