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Freedom Wealth Partners - Kennesaw, GA

1690 Stone Village Lane NW Suite 221, Kennesaw, GA 30152

678-831-3561

 

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. We’re glad to have you reading along.

 

Tuesday, August 28, 2018

Money Tip of the Month Saving for college for your children or grandchildren? What’s the best way to save – investment account, UGMA, Education Savings Account, 529 plan? There are pros and cons to each. We have a little...

 

Monday, July 23, 2018

The best part of trips are often the unplanned stops or detours along the way. We try to take a big family trip each summer, typically about two weeks away from home. Many of you have previously read about beach trips, road trips...

 

Monday, July 2, 2018

Money Tip of the Month Reviewed your credit cards lately? Many variables to consider: annual fee, interest rate, and most importantly – rewards. Cash back, travel rewards, what do you want? Check out Nerd Wallet for an overview...

 

Monday, June 18, 2018

“I want to let you know that meeting was very helpful and enlightening to me. You helped me settle in my mind what I have been contemplating for a long time; as a result, I had a heart to heart talk with my daughter, and together...

 

Monday, June 4, 2018

Money Tip of the Month Life insurance is not a dirty word. No surviving family has ever complained about having too much life insurance. Term life insurance is usually inexpensive and simple to obtain. How much is right for you?...

 

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Thursday, May 3, 2018

Money Tip of the Month Are you sitting at your computer? Of course you are. Go ahead and login to your 401(k) website. I’ll wait. Ok, now look for Manage Contributions or something similar and click on it. See it? What does it...

 

Monday, April 9, 2018

This is one of the most common questions asked by folks in the process of becoming new clients. There are two ‘industry standard’ answers to this question, and of course, our answer. The first industry standard answer is to...

 

Friday, January 5, 2018

Presenting the LPL Research Outlook 2018: Return of the Business Cycle, packed with investment insights and market analysis to guide you through all the action we may see in the year ahead. “Return of the business cycle”...

 

Tuesday, December 19, 2017

We hope this note finds you and your families well. It's been a busy year to say the least. As of mid-December, we have added 14 new families to our practice, which comes on top of the 10 new families we welcomed in 2016. We are now...

 

Monday, September 25, 2017

This may be a shocking statement, but "price gouging" is a rational response to the rapidly increased demand for goods with little chance of short-term resupply. Executed properly, "price gouging", or as I prefer to call it, "dynamic...

 

Tuesday, September 12, 2017

The Short Version We did it! 8.5 runners, 2 drivers, 208 miles, just under 28 hours of running, finishing 33rd out of 200 teams. 8.5 runners? We started with 9 but lost one to medical issues at the half-way point (he's fine now, just...

 

Tuesday, September 5, 2017

Social media feeds have been filling up recently with pictures of students moving into college dorm rooms. Moms and dads tearfully hugging embarrassed kids (who will in all likelihood cry as soon as their parents leave) while unloading...

 

Monday, May 8, 2017

It is with great sadness (joy and happiness) that I report our time with our supercharged golf cart with heated seats has come to an end. Despite its peppy acceleration and ease of shredding the tires at stoplights (new tires at 17,000...

 

Wednesday, April 19, 2017

Summer is right around the corner. Have you planned your summer vacation yet? If not, stop what you're doing, open your calendar, navigate to Google Maps, open your favorite travel app and get started. You work hard all year long. Why?...

 

Monday, March 27, 2017

While I don't spend too much time in the car, I do occasionally catch snippets of financial experts on the radio. They tend to fall into two broad categories. First are the Sunday morning hosts promoting their stay at home stock...

 

Thursday, January 5, 2017

In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are testing new directions, it’s easy to overemphasize change, putting a spotlight on uncertainty and playing up...

 

Tuesday, November 8, 2016

As we discussed in Part 1, properly raising our children is our toughest challenge. Part of the challenge is how to teach them about money. Do we give them everything they want? Where do we set limits? Chore chart or allowance? What...

 

Tuesday, November 1, 2016

For many of us, properly raising our children is our toughest challenge. Parenting can be rewarding, particularly as our children show signs of turning into caring and responsible young men and women. Throughout the journey, struggles...

 

Saturday, October 1, 2016

Last year I wrote about our exciting new purchase (actually a 2 year lease). No, not a zoo, but an electric car. We've now been Leafers for over a year, so it's time for an update. How's it going? The Leaf is surprisingly fun to drive....

 

Thursday, September 1, 2016

The Labor Day holiday is intended as a time to "pay tribute to the contributions and achievements of America's workers." (www.history.com) To make the most of your own labors, consider taking these actions before you go back to work on...

 

Wednesday, August 3, 2016

At the midyear point of 2016, LPL Research proposes a vote of confidence: in the economy, the market, and most importantly, in our ability as investors to remain focused on our long-term goals. This is not always easy. We may be...

 

Tuesday, March 1, 2016

The LPL Research’s Outlook 2016 client-approved video, narrated by Chief Investment Officer Burt White, is here to help identify the good habits and routines to navigate what is likely to be a volatility-filled year.LPL Research...

 

Friday, January 8, 2016

Outlook 2016: Embrace the Routine A key to success, in life and investing, is juggling the familiarity and wisdom of old routines with the adjustments demanded by an ever-evolving world. As we look forward to 2016, the LPL Research...

 

Wednesday, November 11, 2015

Freedom isn't free. Thanks to all the Veterans, past and present, who have fought to keep us free.

 

Tuesday, October 6, 2015

We Bought a Leaf! How Excel Drives Environmentalism.Everyone knows I love Excel spreadsheets. Financial planning, vacation planning, car shopping, household chores, everything needs a spreadsheet. The numbers never lie. They can be...

 

Wednesday, August 26, 2015

Help! The Market is Crashing. What Should I Do?The recent dip in global stock markets should not come as a surprise to anyone keeping up with current events. In case you missed it, here is a quick video: Current EventsThe S&P 500 (an...

 

Tuesday, August 4, 2015

Taking What the Market GivesMy second favorite place to be is at the helm of a boat or driving a jet ski. My favorite? Working a spreadsheet... When I'm driving a boat or riding a jet ski I'm usually pulling one or more children on...

 

Wednesday, April 22, 2015

Freedom Wealth Partners is proud to sponsor the Maverick 5k. Click here for more information:https://runsignup.com/Race/GA/Kennesaw/Maverick5KThe 1st annual Maverick 5K will be held on Saturday, May 2, 2015. Enjoy an exhilarating, chip...

 

Monday, April 6, 2015

How to Buy Low and Sell High RegularlyEveryone wants to know the secret - how can I buy low and sell high regularly? There are two paths to achieve this goal. The first is to become a student of the markets, studying charts and graphs,...

 

Friday, February 27, 2015

Just last week (February 19, 2015), Wal-Mart announced that it would raise the hourly pay of approximately 500,000 associates to $9 an hour in April and $10 an hour next February. The new wages, while still low by professional or...

 

Wednesday, January 28, 2015

Six Steps to Get Out of DebtYou've done it. You're not sure how, but it probably didn’t happen overnight. You've accumulated more debt than you would like. Maybe there was a period of unemployment or underemployment. Maybe you had to...

 

Thursday, December 4, 2014

10 Minute Year End Financial ChecklistThe last few weeks of the year are frantic for most families. Outdoor sports are winding down, indoor sports are beginning, school projects are piling up, and the holiday shopping season is looming...

 

Wednesday, October 1, 2014

Over the past several months I have read numerous reports lamenting the woes of the middle class in America. Most of the articles reference the struggles of various companies that serve (or served) the broad swath of consumers across...

 

Monday, September 1, 2014

Once upon a time, father desired to teach his children the enjoyment of water sports. After spending many days at the lake with friends, the family decided it was time to acquire their own magic water sled. For forty days and forty...

 

Friday, August 1, 2014

It is widely suspected among academics and economic professionals that the government is intentionally downplaying inflation fears. While the evidence is mixed, the reasoning is very clear. Many government obligations are tied to an...

 

Tuesday, July 1, 2014

The general consensus, on most things in life, is that more is better. Or is it? Anyone who has taken (and remembers) basic economics is familiar with the Law of Diminishing Returns. From Wikipedia: The law of diminishing returns...

 

Sunday, June 1, 2014

Earlier this year I had the opportunity to spend a day in Philadelphia with my middle daughter while en route to a soccer tournament. While Philadelphia may not seem a likely destination for tourism, most people forget the city played...

 

Thursday, May 1, 2014

The Dark Ages are over, at least in the Atlanta area. The dreaded Polar Vortex has been replaced by the Pollen Vortex. Instead of a pretty white coating across the landscape we have a dusting of yellow as far as the eye can see. Pretty...

 

Wednesday, January 1, 2014

The holidays are behind us and we are entering the 'Dark Ages.' Not the Dark Ages that began with the Fall of the Roman Empire, but the period between the New Year and spring break. During my time at the Naval Academy, this was the...

 

Sunday, December 1, 2013

2014 Outlook

 

Sunday, September 1, 2013

This summer our family took the plunge and embarked on a cross-country road trip in the family truckster (aka the minivan). For 11 days and 10 nights, we made our way methodically through middle America and part of Canada. We traveled...

 

Wednesday, May 1, 2013

School is winding down, college graduations are complete, high school ceremonies are around the corner, and the younger children have one eye (and a big part of their minds) on summer vacation. Families are scouring the internet for...

 

Friday, March 1, 2013

Dear Clients and Friends, Welcome to Daylight Saving Time and the beginning of spring. The past few months have been very busy. We've re-elected a President, dealt with the expiration of the Bush Era tax cuts, started to work through...

 

Friday, March 1, 2013

A battle constantly rages in the war that is our consumer driven society. One on front, we find the extremely well armed and financed usurers, disguised as friendly banks, mortgage companies, credit card companies, auto dealers, and...

 

Saturday, December 1, 2012

LPL Financial Outlook 2013 (video)

 

Saturday, December 1, 2012

LPL Financial Outlook 2013 (pdf)

 

Saturday, December 1, 2012

First, a confession: I like reality TV. Not the reality TV with spoiled housewives or mindless beach goers, but the really good stuff. From the very first episode of Survivor (now in its 25th season), my wife and I were hooked....