Thank You, Mothers
There’s a saying that a mother will move a mountain for the sake of her children. But sometimes, to move a mountain, you first might
May 10, 2024
Clay Robinson Celebrates 30-Year Anniversary
CARROLLTON, GA – May 7, 2024 – Clay Robinson, a financial advisor at Garrett & Robinson in Carrollton, this month is celebrating his 30th anniversary in
May 10, 2024
Joe Garrett Recognized as One of LPL Financial’s Top Financial Advisors
CARROLLTON, GA—March 13, 2024—Joe Garrett, a financial advisor at Garrett and Robinson in Carrollton, has been recognized with inclusion in LPL Financial’s Masters Club* for 2024.
March 18, 2024
Education, Tax-Planning, Last Minute Reminders 2024
We’re well into tax season now! Of course, some people have already finished filing their returns by this point. If you haven’t yet, here are
March 8, 2024
2023 Year in Review
Every January, it’s customary to look back on the year that was. What were the highlights? What were the “lowlights”? What events will we remember?
January 19, 2024
Joe Garrett at LPL Advisory Leaders Forum
Joe Garrett recently participated in classes taught by Dr. Amy Cuddy and Dr. Hal Harshfield at the LPL Advisory Leaders Forum on the campus of
October 4, 2023
Government Shutdown Preview
Every month, there are plenty of things to talk about regarding the markets. This month, however, I want to give you a quick preview of
September 20, 2023
Joe Garrett at the LPL Advisory Leaders Forum
Congratulations to our advisor Joe Garrett who recently participated in the LPL Advisory Leaders Forum on the campus of UCLA in Los Angeles. The Advisory
September 20, 2023
Breaking Down
On December 23, Congress passed the Consolidated Appropriations Act of 2023. This is what’s known as an “omnibus spending bill”. (The word omnibus means that
September 15, 2023
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1 As reported by Financial Planning magazine, June 1996-2023 based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 2021 Fortune 500 (as of June 2021)
