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. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. As America’s investing public looks ahead to continued macroeconomic uncertainty and […]
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 a few simple, last-minute tips to remember. 1. Have all your necessary documents and information in place before you start Have you ever heard the phrase mise en place? It’s […]
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? Most importantly, what did we learn? As you know, many noteworthy and historic events happened in 2023. Conflicts in Gaza, Ukraine, and Sudan. India surpassed China as the most populous […]
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 UCLA in Los Angeles. Dr. Cuddy is a social psychologist, bestselling author, and acclaimed keynote speaker in addition to her role as a professor. Her 2012 TED Talk, “Your Body […]
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 something that may happen next month: A government shutdown. On September 30, Congress will hit its deadline to fund the federal government for the fiscal year 2024. Given how deep […]
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 Leaders Forum is an invitation event that provides top advisory advisors with a choice opportunity to immerse themselves in an academic setting to learn from their peers, top academia, and […]
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 multiple measures were packaged into a single document.) The bill authorizes $1.7 trillion in government spending on everything from disaster relief to supporting Ukraine to workplace protections for pregnant mothers.1 […]
Duality of Markets
Have you ever noticed how so many idioms refer to the duality of life? Consider: There are two sides to every coin. Life is a double-edged sword. You can see the glass as half-full or as half-empty. Every cloud has a silver lining. Each of these sayings refers to the fact that almost everything in […]
Debt Ceiling Questions
When 2023 kicked off, there were two storylines every economist, analyst, and financial professional were keeping an eye on. Two potential crises that could upend the markets.I’m referring, of course, to the debt ceiling and the possibility of a recession.Today, six months later, I’m thrilled to announce that the first potential crisis has been resolved. […]
