CornerCap Wealth Advisors

Many of you have asked for our take on the incredible surge in stocks such as GameStop resulting from a clever trading strategy used by individual retail investors. Our CEO Cannon Carr shares what he thinks you need to know.https://www.youtube.com/watch?v=toy0Do4Y0ZA&t=3s

Ever had your wallet go missing or purse stolen? Today’s world of cyber scammers and dark web hackers make it more critical than ever to clean up thoroughly after theft of personal info. Consider this cautionary tale: https://cornercap.com/7-ways-to-protect-your-money-from-fr/

Money on the mind in 2021? Here's how the right mindset and financial plan can help you achieve your first $1MM in net worth. https://bit.ly/3iLuLH0

Many of you have asked: are we seeing signs of a bubble in the market? Here's our quick take: https://tinyurl.com/y2lcu7yr

What does the Rule of Thirds have to do with your financial plan? Hint: It is all about how you Frame Your Picture https://bit.ly/34KOqRF

DID YOU KNOW: Metro Atlanta is home to 300,000 children living in poverty. When we learned that 60% of mothers struggle to meet such basic needs as diapers, we had to take action. This Thanksgiving season, the moms of CornerCap Wealth Advisors invite our friends and families to support disadvantaged mothers by assisting Helping Mamas Inc, a resource dedicated to helping other moms in need.

CornerCap Wealth Advisors provide customized investment strategies and financial guidance for high net worth individuals and families. Here's a look at Frame Your Picture Planning Services we offer

JOB OPENING: In many ways, the Client Experience Coordinator is the face of CornerCap Wealth Advisors the first voice clients hear on the phone, and the first face they see when greeted at our door. The ideal candidate has an exceptional background in customer service and is able to perform the role’s duties and responsibilities in person M-F (8 a.m. to 5 p.m.) at our Atlanta-based office. If you're interested in this opportunity, visit our website for more information - bit.ly/2TcoVlO

We'd like you to meet Walker Davidson, CFP Vice President & Wealth Advisor Born, raised, and educated in North Carolina, and now raising a family of his own there with his wife Sally, Walker considers it a privilege to travel from corner to corner of the state each week meeting with families to keep their financial visions on track. Walker joined CornerCap Wealth Advisors with extensive financial planning experience, having previously built his own business in the financial ...services industry, which gives him a special appreciation for individuals and families who own or operate small businesses of their own. CLICK HERE to schedule a call with Walker to discuss how you’d like to Frame Your Picture and get started with your financial planning - bit.ly/WalkerDavidsonCalendar

YOU'RE INVITED: Join the mothers of CornerCap Wealth Advisors for a day of giving thanks and giving back at metro Atlanta’s baby supply bank! We’re going to have a great time assisting Helping Mamas Inc, a resource dedicated to helping other moms in need. So come be a part of it! Sign up to volunteer yourself by visiting our website - cornercap.com/helping-mamas/

For today's investor, there's still some uncertainty when it comes to COVID-19 and the economy. Questions about a vaccine, government stimulus and economic recovery have been swirling since the start of the year, and we expect that to continue into 2021. In our latest CornerCap Wealth Advisors blog "Road to Recovery: Market Activity since the Bottom," we review what we've learned since the market bottom on March 20th from the perspective of the US stock market - https://bit.ly/2SZXNqq

We'd like you to meet Brad Robinson, CFA, CFP Wealth Advisor Brad’s 20-year career in the U.S. Army, where he retired as a Lieutenant Colonel, prepared him well for his second career as a wealth advisor. The financial management experience he gained toward the end of his military career, including leading business operations for the largest medical center in the Army, inspired him to pursue credentials as an investment portfolio manager and financial planner.... Brad is passionate about helping families achieve their financial goals. CLICK HERE to schedule a call to discuss how you’d like to Frame Your Picture and get started with your financial planning - bit.ly/BradRobinsonCalendar

We'd like you to meet Merriweather Mulé, Wealth Advisor Over the course of her CornerCap Wealth Advisors career, Merriweather has cultivated an expertise in working with female clients as well as next generation (Millennial) clients. She has helped women following the death of a spouse or divorce, and is highly skilled in the nuances of financial management triggered by these life events. She's also inspired by and experienced in helping professional women who have accumula...ted wealth independently. CLICK HERE to schedule a call with Merriweather to discuss how you’d like to Frame Your Picture and get started with your financial planning - bit.ly/Merriweather-Calendar

Do you know your net worth and how far it will take you? Come talk to us about your goals and let us help you figure out how to reach them. Schedule a call today - bit.ly/CornerCap-ScheduleYourCall

Are you looking to maintain a specific quality of life during retirement? Or to ensure your legacy for generations to come? Whatever the end goal, your unique needs remain our constant focus as we work with you to develop a custom Frame Your Picture investment plan. Here's a look at what you can expect as a CornerCap Wealth Advisors client - bit.ly/CornerCapClientExperience

What should I expect in our first meeting? How do you approach client service? Choosing an advisor to guide your wealth plan is a significant decision, and we know you’ll have questions. You can find some answers to questions we often receive from those seeking a wealth advisor here - bit.ly/CornerCapFAQ However, every client has unique needs, and we believe strongly in connecting one-on-one to address questions specific to your situation. We invite you to send your own questions to us or you can schedule an appointment to speak with a member of our team - bit.ly/CornerCapContactUs

Now that it's "National Financial Planning Month," we have a question... Is your financial picture properly framed? Most Americans don’t have a financial plan, and if they do, it isn’t written down. In fact, only 38% of investors say they have a written financial plan, according to Gallup. Our latest CornerCap Wealth Advisors blog explains why that matters.

Are you on track to live the life you want? At CornerCap Wealth Advisors, we help people like you -- busy professionals, executives, and business owners -- achieve important goals and retire on your own terms. Let us help you plan for the lifestyle you’ve envisioned.

Is buying a home warranty worth it for repairs? This article breaks down some of the pros and cons you can consider before committing to home warranties - bit.ly/2RNLIUJ