Recorded Shows

Election and the Markets. Show #9

By Admin | August 04, 2020

How will the outcome of the election effect the markets? I have received a lot of questions about this topic lately. Watch now to hear...

Recorded Shows

Legacy Planning with the Brady Bunch. Show #8

By Admin | July 28, 2020

We have some fun in this video discussing the first section of our Cornerstone Planner, legacy planning, with our favorite TV family, the Brady Bunch!

Recorded Shows

The BIG Reveal! Show #7

By Admin | July 21, 2020

This is the moment we finally were able to share our BIG news. Watch now to see the fun way we revealed this!

Recorded Shows

Great Stock Markets During a Recession. Show #6

By Admin | July 14, 2020

Do you ever wonder why the markets are doing great when the economy is not? Watch now as we discuss the disconnect between markets and...

Recorded Shows

What is “Long-Term Investing?” Show #5

By Admin | July 07, 2020

How many times have you heard the phrase, "investing is for the long term." Or: "One should only invest if they are in it for...

Recorded Shows

Three Words To Consider When Investing. Show #4

By Admin | June 30, 2020

In this video, we share the three words you need to know when making investment decisions. Watch now to learn what those are and how...

Recorded Shows

Social Security, WEP & Retirement Show. #3

By Admin | June 23, 2020

Watch now for helpful information on Social Security WEP and how it may reduce your retirement check.  This is especially beneficial for our Teachers here...

Recorded Shows

Fee Planning vs Free Planning. Show #2

By Admin | June 16, 2020

In this Facebook LIVE video, we begin to unfold  "Fee Planning vs Free Planning" and our new Cornerstone Planner.  Watch now for more information!  

Recorded Shows

First Facebook LIVE! Show #1

By Admin | June 09, 2020

Watch our very first Facebook LIVE broadcast as we announce a few of our new changes coming soon!  

Cornerstone Planner

Legacy Planning with the Brady Bunch. Show #8

By Admin | July 28, 2020

We have some fun in this video discussing the first section of our Cornerstone Planner, legacy planning, with our favorite TV family, the Brady Bunch!

Other Videos

Positive Territory

By Admin | August 06, 2020

Other Videos

Are You Protecting Your Financial Accounts From Hackers?

By Admin | July 13, 2020

Other Videos

How to Avoid an IRA Rollover Mistake

By Admin | July 12, 2020

Other Videos

Fourth of July Optimism

By Admin | July 01, 2020

July 2020 Client Letter

Other Videos

Midyear Outlook 2019

By Admin | June 28, 2019

We are pleased to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets,...

Other Videos

Tax Cut and Jobs Act

By Admin | June 28, 2019

Watch this video for a fun, yet informative look at the recent Tax Cut and Jobs Act law.

Other Videos

What is an Inherited IRA?

By Admin | June 28, 2019

Through this fun, animated video, you will learn about options regarding an IRA that you inherit from someone like a parent or other non-spouse.

Market News

Optimism Abounds Despite March Swoon

By Admin | April 08, 2020

I want to start off this letter by saying thank you. Thank you for the continued trust you place in our practice. And thank you...

Market News

Bizarro World: Where Toilet Paper is Worth More than Oil

By Admin | March 16, 2020

When I was a kid growing up, the innocence of Saturday morning included my favorite TV show: The Superfriends. And my favorite superhero was none...

Market News

Coronavirus and Your Investment Risk

By Admin | March 12, 2020

The purpose of this message is to provide an update from Calder & Colegrove Investment Group (CCIG) in terms of our response to the Coronavirus....

Market News

Coronavirus and and the Market Correction

By Admin | February 28, 2020

The Coronavirus and How the Press LOVE to Cause a Panic From the press to the quick retreat of our stock markets this week, there’s...

Market News

Market News: A Fed Rate Cut and the Economy

By Admin | August 05, 2019

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at...

Market News

Market News: Longest Economic Expansion Ever!

By Admin | July 03, 2019

Happy Birthday, United States of America! As we celebrate our nation’s birthday, U.S. leadership on the world stage remains in focus. We received good news...

Market News

Market News: Trump, the Tariff Man

By Admin | June 07, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as...

Market News

May 20, 2019 – Trade News Moves the Markets

By Admin | May 28, 2019

The Week on Wall Street Stocks fell sharply at the start of last week over trade tensions, then recovered with help from strong earnings and...

Client Letters

Market Gets Sick Over Coronavirus

By Admin | February 25, 2020

Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported...

Client Letters

Hines Global REIT Liquidation

By Admin | September 07, 2018

This is a good news letter regarding your investment in Hines Global REIT. Recently, you received communication from Hines regarding your REIT. But that letter,...

Education

Dr. John plays trombone with friends

By Admin | July 31, 2020

Since this time does not permit musicians to get together, a few of my friends and I recently recorded a fun tune: Mr. Sandman. I...

Education

COVID-19 Data from CDC (updated daily)

By Admin | July 30, 2020

Cases by Jurisdiction Deaths by Juridiction

Education

COVID-19 Response and Protocols

By Admin | July 22, 2020

Our team has restarted in-office client meetings. And in light of the pandemic, we thought you might want to watch a video in regards to...

Education

Can I make a 2020 Roth IRA Contribution?

By Admin | July 20, 2020

One of the most asked questions we answer is: "Can I make a Year 2020 Roth IRA Contribution?" To help answer that question, we thought...

Education

Optimism Abounds Despite March Swoon

By Admin | April 08, 2020

I want to start off this letter by saying thank you. Thank you for the continued trust you place in our practice. And thank you...

Education

Bizarro World: Where Toilet Paper is Worth More than Oil

By Admin | March 16, 2020

When I was a kid growing up, the innocence of Saturday morning included my favorite TV show: The Superfriends. And my favorite superhero was none...

Education

Coronavirus and and the Market Correction

By Admin | February 28, 2020

The Coronavirus and How the Press LOVE to Cause a Panic From the press to the quick retreat of our stock markets this week, there’s...

Education

Market Gets Sick Over Coronavirus

By Admin | February 25, 2020

Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported...

Education

TRS of Georgia and Social Security: The Good, the Bad, and the Ugly

By Admin | January 31, 2020

As a former teacher, I’m honored to have the opportunity to serve many teachers as clients. From public school teachers, to private school teachers, and...

Education

IRS Form 1099 Timing

By Admin | January 29, 2020

If you are reading this article, congratulations! When it comes to filing tax returns, your mantra is: “Git-R-Done,” as Larry the Cable Guy likes to...

Education

What is a Fixed Annuity?

By Admin | June 19, 2019

What is a Fixed Annuity? A fixed annuity is an insurance product designed to provide investors with principal protection, a fixed rate of interest, and...

Education

What is a 401(k)?

By Admin | June 12, 2019

A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over...

Education

What’s the Difference Between a Roth IRA and a Traditional IRA?

By Admin | June 12, 2019

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools...

Education

What’s the Difference Between Term Insurance and Whole Life Insurance?

By Admin | June 11, 2019

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to...

Education

The HEART Act: Heroes Earnings Assistance and Relief Tax Act

By Admin | August 26, 2018

Following the tragedy of September 11, 2001, our U.S. military has been continuously engaged in the war on terror to defend the freedom of its...

Podcast

What is a 401(k)?

By Admin | June 12, 2019

A 401(k) plan is a retirement savings plan that is sponsored by an employer. It has grown quite popular in the United States, with over...

Podcast

What’s the Difference Between a Roth IRA and a Traditional IRA?

By Admin | June 12, 2019

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools...

Podcast

What’s the Difference Between Term Insurance and Whole Life Insurance?

By Admin | June 11, 2019

Life insurance is an agreement between you (the policy owner) and an insurer. Under the terms of a life insurance policy, the insurer promises to...

Podcast

Market News: Trump, the Tariff Man

By Admin | June 07, 2019

Trade tensions have interrupted an unusually calm year in U.S. stocks. In May, the S&P 500 Index fell from an April 30 record high as...

Podcast

September 2018 Economic Update

By Admin | September 18, 2018

In this month’s blog, I’ll discuss some of the major headlines that influenced markets in August. I will also provide insight into what these developments...

Podcast

Martha’s Investment Income

By Admin | August 26, 2018

Today, I was referred to talk with a client’s mother. As they say in the movies, to “protect the innocent,” we will give her a...

Podcast

Are You Smarter than a 6th Grader?

By Admin | August 26, 2018

I recently had the opportunity to teach one class of my daughter’s 6th grade math class. Wesleyan School was kind enough to invite parents who...

Press Release

Bulldog 100: Calder & Colegrove Investment Group Ranked #9

By Admin | March 05, 2018

Monday, March 5, 2018 Calder & Colegrove Investment Group ranked No. 9 on 2018 University of Georgia Bulldog 100 list Athens, Ga. – Calder &...

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