A Look into Expert Financial Guidance
(L-R) Ken Coleman, Clay Robinson, Dave Ramsey. Clay Robinson of Garrett & Robinson Investment Management & Wealth Planning visited with the personalities of The Dave Ramsey Show in July. Clay is a long-time Smartvestor Pro, a program Ramsey and his team launched more than 20 years ago. As a Smartvestor Pro, Clay provides clients with […]
Presidential Election Years
The noise can be deafening. It seems to come from everywhere, all the time. It can cause headaches, frustration, even anxiety. Sometimes, you wish you could turn it off altogether. No, I’m not referring to whatever music the kids are listening to these days. I’m referring to the noise surrounding the upcoming presidential elections. Election […]
Retirement Can Be the Ultimate Vacation…If You Plan Ahead
As we get further into summer, we’ve had several friends tell us about their vacation plans. Listening to them, it’s clear they’ve put a lot of thought and effort into planning for their trip. That got us thinking: what if people put as much time into planning their retirement as they do for their vacations? […]
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 have to scale it. In 2023, that is just what one widowed mother did – so she would find the inner strength to raise her children alone. When Russia invaded […]
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 the financial industry. Robinson began his career with Interstate/Johnson Lane Corporation in Savannah and then managed the investment program for Synovus Securities at CB&T Bank for almost 12 years. In […]
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 […]
