John D. Williams, Financial Advisor

Trade, The Fed, Volatility, and Stock Market Performance

Wishing you and your families all the very best!

Social Security can be complex. Please reach out if you have any questions.

If you are preparing to expand or sell your business interests, there are common estate and income tax issues that should be addressed.

The Valdosta branch of Stifel is always committed to providing quality wealth management services for our clients. Financial Services are deemed an essential service in our nation by the Department of Homeland Security and we will remain open for business. To help curb the spread of COVID-19, we encourage our clients and friends to talk with us by telephone and email rather than in-office meetings. Curbside pickup and drop off of tax forms, checks, or other documents are a...lso available from our office. In the event that any of our advisors or staff work outside of the office, we have the technology capabilities of continuing full, and uninterrupted, services. We will continue to provide updates as the situation changes. Phone: 229-293-1125 Email: [email protected] Website: https://www.stifelvaldosta.com/John-D--Williams,-CFP.e85013

A plan is not a product....it is an ongoing service.

"Be fearful when others are greedy, and be greedy when others are fearful." - Warren Buffett

https://www.bizjournals.com//georgia-house-passes-intersta

Dear clients, The events of the past several weeks have been unprecedented and have tested us all as humans, investors and investment professionals alike. As the COVID-19 pandemic continues to expand, each day brings more uncertainty about the health and economic impacts of the virus. Our daily lives have been flipped upside down and implications of global growth continue to worsen as governments, schools, restaurants, sporting events, and businesses have shut down. The coro...Continue reading

I am proud to call Georgia my home.

Great meeting and lunch with VALDOSTA Rotary Club’s District Governor, Mike Muldowney and his wife Nancy, along with Valdosta High School and Georgia Christian School Interact Club students and VSU Rotaract Club President Cali Kent. Valdosta Rotary Club

Business valuation is an important step in the succession planning process. We can provide services to help you keep your financial goals on track.

If you can’t deduct your charitable gifts from your income tax, there may be another tax-advantaged way to donate. If you are age 70 or older, you may be able to donate to your favorite charity from your traditional IRA.