Paces Ferry Managing Partner Speaks on Housing Market

A cooler housing market means retirees wanting to cash in on their home equity may have fewer options.

Paces Ferry’s Zach Morris Quoted in Investment News Regarding the Housing Market and Retirees

What Does the Cooler Housing Market Mean for Retirees Who Want to Cash In?

Investment News recently published an article addressing challenges that the cooler housing market may place on some retirees looking to cash in on their home equity. Paces Ferry managing partner and founder Zach Morris is quoted toward the end of the article, which concludes on a note of optimism. Read on for a brief synopsis and be sure to read the full article here for all the details.

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Zach Morris Gave Insight on Health Insurance in Recent Article Published by U.S. News

In an article published to provide new parents some budgeting tips by money.usnews.com, Co-Founder Zach Morris offered his insight and expertise on how childbirth may influence your health insurance plans. Here’s a snip of the article:

Revaluate Your Health Insurance Coverage

Spend time analyzing your health insurance plan to understand all your potential out-of-pocket costs. You may also want to consider switching plans. For instance, opting for a low-deductible plan may cost more on monthly premiums but may reduce your total out-of-pocket spending on baby-related medical expenses.

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Zach Morris featured in Recent Article Published by Statefarm

wealth transfers

In an article published on statefarm.com this month, Co-Founder Zach Morris offered his insight and expertise on wealth transfers.

5 Things to Understand about Wealth Transfers

One reason some people focus on building wealth over a lifetime is to be able to pass along resources and provide opportunities to their children and grandchildren. But it takes time and planning — as well as conversations about expectations and shared values — to have this transfer work well for everyone.

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Connor Jabs Promoted to Associate Wealth Advisor

We are pleased to announce the next step in the career path for one of our team members.  Please join us in congratulating Connor Jabs on his promotion to Associate Wealth Advisor. From day one, Connor exhibited an incredible commitment to client service and understanding of the Paces Ferry Wealth Advisors’ mission.

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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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