Happy 238th birthday, UGA! As the birthplace of public higher education in America, the University of Georgia was founded on January 27, 1785.

As we make our way through another tax season, this is a friendly reminder to take advantage of every tax advantaged benefit your employer offers. Don’t be afraid to talk to your Benefits Coordinator, Tax Professional, or Financial Advisor for recommendations.

I feel like I’m seeing more and more people refer to “passive income” as the key to generating wealth. The real key is living below your means & putting your excess capital to work for you. Once you’ve got that surplus, you explore options for building and generating wealth.

The 6th book of the year for me (technically a reread): The Investment Answer is a concise look into: - How you should look at your portfolio - What you should look for in an advisor - Looking beyond the emotions of investing

We have been recognized as one of America’s Top RIAs for 2023 by FA Magazine! We are thrilled to be part of such a prestigious group of award-winning firms. Learn more about the survey’s methodology and check out all the winners. tinyurl.com/3k967xza

Christ, our paschal lamb, has been sacrificed; let us then feast with joy in the Lord. Alleluia, alleluia. 1 Cor 5:7b-8a

Happy Easter! Christ is King, and I’m grateful to serve a risen Lord.

Rise and shine, Dawgs ☀️ IT’S GAMEDAY