News & Resources
Aug 12 2019
Minis & Company today announced Kyle Dwyer will lead the Minis & Company team in Savannah as a senior portfolio manager. Dwyer brings more than 13 years of experience in the investment services field to his role at Minis & Company.
Jan 31 2018
When considering employing a financial professional, try to determine whether the individual or firm has experience in dealing with situations similar to yours. If you have substantial assets, you may require someone with a broader range of expertise than would be needed if your finances were relatively simple.
Nov 15 2017
You may enjoy significant income tax and estate tax savings with a properly structured gifting program. To understand the tax advantages of making lifetime gifts, you must understand what constitutes a gift and how it is taxed.
Sep 22 2017
If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.
Aug 17 2017
You may have a very idealistic vision of retirement--doing all of the things that you never seem to have time to do now. But how do you pursue that vision?
Aug 17 2017
With the wide variety of stocks in the market, figuring out which ones you want to invest in can be a daunting task. Many investors feel it's useful to have a system for finding stocks that are worth buying, deciding what price to pay, and realizing when a stock should be sold.
Jul 05 2017
Your annual income during retirement should be enough (or more than enough) to meet your retirement expenses.
That's why estimating those expenses is a big piece of the retirement planning puzzle.
May 12 2017
Setting investment goals means defining your dreams for the future. When you're setting goals, it's best to be as specific as possible.
Apr 20 2017
You've worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you'll need to carefully manage your assets so that your retirement savings will last.
Mar 16 2017
Whether you're saving for a child's education or planning to return to school yourself, paying tuition costs definitely requires forethought.
Feb 15 2017
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition?