112 Cedar St. Carrollton, GA 30117

Coming in for a Landing

You are on a plane, currently descending gradually through the clouds.  I’m on the plane, too.  In fact, everyone in the country is on board.  Welcome to Flight 2023 of U.S. Economy Airlines.  We know our destination: A normal rate of inflation.  What we don’t know is how long the flight will take…nor what kind […]

The Clay Robinson Family Scholarship at Carrollton High School

This scholarship was established by Clay Robinson, who serves this community as a financial advisor at Garrett & Robinson Investment Management & Wealth Planning. Clay is the father of two daughters, Addie and Lilly, both Carrollton High graduates. The scholarship was created to encourage students to pursue trade programs, such as welding, as a viable […]

Joe Garrett Honored as One of LPL Financial’s Top Financial Advisors

CARROLLTON, GA — March 30, 2023 — Joe Garrett, an independent LPL Financial advisor at Garrett and Robinson Investment Management and Wealth Planning in Carrollton, today was named to LPL’s Patriot’s Club. This elite award is presented to less than 4 percent of the firm’s more than 21,000 financial advisors nationwide*. “This is an impressive […]

2022: The Year in Review

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What events will we always remember? Most importantly, what did we learn?  So many things happened in 2022.  War in Europe.  Historic inflation.  Protests in Iran.  The shortest-serving tenure of any prime minister in British […]

Four Things You Should Know About the Midterms

With elections right around the corner, many clients have been asking us what the results could mean for the markets.  So, without further ado, here are four things you should know about the relationship between midterms and markets.  1. The stock market usually dips before a midterm election. As you know, this has been a […]

Understanding the Charitable Remainder Trust

The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income for yourself and others or donate to a charity while minimizing and deferring taxes. But there are many choices to make when establishing a CRT and, in some cases, these […]

Trending Now 2022 The Recession

If I wanted to see if it was raining in, say, Zimbabwe, all I’d have to do is load my favorite weather app and I’d know within seconds.  Similarly, if I wanted to find out if the Braves won last night, all I’d have to do is fire up Google.   But if I wanted to […]

Three Things to Know About Bear Markets

After two years, the bear is back.  That means it’s time to review three things every investor should know about how to take advantage – that’s right, advantage – of this bear market. As you probably know, a bear market is a 20% drop from a recent peak. In this case, the recent peak was […]