Featured Articles

1st Quarter 2012 Commentary

Posted on Friday, April 20th, 2012

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

Windham Brannon Financial Group, LLC Tax Reports

Posted on Monday, January 30th, 2012

Click here to read about important changes to IRS tax reporting requirements and how the changes might affect you.

4th Quarter 2011 and Year End Commentary

Posted on Monday, January 30th, 2012

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

3rd Quarter 2011 Commentary

Posted on Monday, October 24th, 2011

by James W. Heard, CFP®, President, Windham Brannon Financial Group, LLC

What’s in Your View Finder?

Posted on Friday, October 21st, 2011

I’ve thought quite a bit about Steve Jobs.  Things like what he’s contributed to the world, what his impact will have been 10 years from now, could he have done it outside the U.S., was he a good dad, etc.  And I’ve thought about the investment implications of his work.  The following is an article… read the full article

Identity Theft – Description

Posted on Wednesday, October 5th, 2011

by Jennifer E. Acuff, CPA, CFP®, PFS, Windham Brannon Financial Group, LLC Most likely you or someone that you know has been a victim of identity theft. Unfortunately, you are not alone – an estimated 11 million people were victims just last year.  Roughly 1 in 20 people will be a victim this year and… read the full article

Identity Theft – Prevention

Posted on Wednesday, October 5th, 2011

by Jennifer E. Acuff, CPA, CFP®, PFS, Windham Brannon Financial Group, LLC Beware of the word “prevent” – no product or person can completely prevent identity theft. There will be theft so long as criminals can profit from stealing.  However, you can make it more difficult and lower your chances of becoming a victim by… read the full article

Identity Theft – Recovery Steps

Posted on Wednesday, October 5th, 2011

by Jennifer E. Acuff, CPA, CFP®, PFS, Windham Brannon Financial Group, LLC “I wasn’t prepared for this” says a client who was a recent victim of identity theft. He calculated that it was much more than the approximate 200-250 hours that he has already put in to try and remedy the horrific situation – “it… read the full article

Where Do Investment Returns Come From?

Posted on Monday, September 19th, 2011

Part I O.K.  I know my third grade English teacher would cringe at the grammar, but I hope it gets the point across.  But have you ever pondered the question? Historically, capital markets have provided positive returns.  But why?  Risk is not the only answer.  There are plenty of types of risk that don’t produce… read the full article

Comments about S&P Downgrade and Market Reaction

Posted on Monday, August 8th, 2011

I am usually reluctant to respond to market events, especially bad ones, with commentary.  I think it just fuels the pessimism.  However, since S&P downgrades of the U.S. come about every other century, I thought I should at least throw out a few observations. The market over the last few days has been ugly.  There’s… read the full article

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