Buckhead Capital Management

So, you’ve got way too much cash, but the market had you spooked? What can you do? Learn more in our latest blog post.

Dollar Cost Averaging | Buckhead Capital Management So, You've Got Way Too Much Cash, But the Market Has You Spooked? What Can You Do? With Americans stockpiling record levels of cash amidst a market wrought with uncertainty, it's nearly impossible to determine exactly when to get those assets reinvested. As fiduciaries, we do not attempt to "time".....

With the cost-of-living increases in recent decades, and especially the last few years, retirement is more uncertain that ever. For those nearing or in retirement, things may very well still work out according to plan. But for younger generations, it had becoming increasingly likely that the average age will rise.

Americans Losing Faith They Will Have Enough Money for Retirement Workers’ financial confidence for retirement takes the steepest drop since 2008, a survey finds.

Thinking about selling your home? Before you do, read here to understand the tax implications and make sure you're prepared.

What You Need To Know About Taxes If You Sold Your Home In 2022—Or Plan To Sell In 2023 It has been a wild ride for buyers and sellers in the US housing market over the past year. Homeowners may be grappling with gains and losses on sales, and that can translate to confusion at tax time. Here's what you need to know.

Have you seen Buckhead Capital Management's Commentary for First Quarter of 2023? Read this and other informative posts on our blog.

Buckhead Capital – Quarterly Commentary for First Quarter 2023 | Buckhead Capital Management Highlights Buoyed by investor hopes of Fed rate cuts, the S&P 500 returned 7.5% in the first quarter. The Information Technology sector returned 24% and was the largest contributor to the S&P 500. Value stocks and small-cap stocks under-performed growth and large-cap stocks. The broad-market Bloombe...

More than a third of Americans that go through divorce do so beyond age 50. For this demographic, it is especially important to plan ahead advocate for your own interests throughout the process. With fewer “working” years left, it critical to “start-over” with a well-devised plan. Read more here.

Americans over 65 separate at the highest rate in the US. This will change their retirement plans, but it doesn't have to ruin them. Divorce often comes with an identity crisis, and that's compounded if you're near retirement, but it can be an opportunity for personal reflection.

As 2022 tax season nears an end, it is time to review updated figures for 2023. Learn about the current tax rates on capital gains and dividends, whether the capital gains tax will increase in 2023, and the 3.8% surtax in this informative article.

Capital-Gains Tax Rates and Tax Brackets Capital gains tax is a tax on the profit from the sale of an asset, such as a stock or real estate, while dividends tax is a tax on the income received from dividends paid by a company.

Are you struggling to remember which forms you need to submit with your tax return this year? This article is a great place to start and provides helpful tips for ensuring you don't miss critical items.

Missing tax forms will 'definitely' delay your refund, expert warns. How to know which ones you need It's important to get organized with tax forms before filing your return to avoid refund delays. Here's how to know which forms you need.

Looking to lower your property taxes? Check out these tips on how to do just that. From appealing your property value to finding exemptions, these strategies can help you save money.

Property Taxes Are Going Up; Here’s How to Lower Your Bill Some homeowners could see higher property-tax bills this year, but there is one recourse: appeal your assessment.

Are you maximizing your FSA account benefits? Don't miss out on valuable tax savings! Learn about the upcoming FSA account deadlines and take advantage of this opportunity.

Don't miss these approaching deadlines if you have a health-care flexible spending account While tax-advantaged health flexible spending accounts typically come with a "use it or lose it" policy, you may still have options for using 2022 FSA dollars.

Are you spending your time wisely? Research suggests that how you spend your time can impact your overall happiness and well-being. Learn more in this article.

Don’t Just Spend Your Time—Invest It Time, like money, can be allocated to build wealth, meaning and happiness in the years to come.

Are you struggling to decide when to claim your Social Security benefits? Learn how new legislation proposed by lawmakers can help you make better decisions about your retirement planning, with the guidance of an investment advisor. Contact us today to find out more.

Lawmakers unveil plan to keep Americans from claiming Social Security too early Ideas include bringing back paper statements and changing confusing terminology.

Check out our latest blog post "One of the Best College Savings Tools Just Got Better" to learn more about 529 Plans and new developments.

One of the Best College Savings Tools Just Got Better | Buckhead Capital Management If you have any desire to provide for the education of a child, grandchild, family member or even friend you should absolutely make yourself familiar with 529 Plans (here is a great place to start). For those of you that are already familiar, you know that they are one of…