Written material is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice.
Sep. 1, 2014 Article
Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.
Aug. 1, 2014 Article
We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten.
Jul. 1, 2014 Article
Master Limited Partnerships (MLPs), where an investor is a partner rather than a shareholder, is similar to a stock in many ways.
Jun. 1, 2014 Article
The Rolling Stones. Their band name alone can conjure up images of rock and roll glory, greatness, and success. But, to mention the "Stones" without mentioning several attempts at retirement would be foolish.
May. 1, 2014 Article
Apr. 1, 2014 Article
The best way to be ready for major life and death decisions is to properly plan ahead. When it comes to your estate, this means an all-encompassing look at the decisions to be made, who makes them, and who gets what.
Mar. 1, 2014 Article
Jan. 1, 2014 Article
Birmingham, AL – December 18, 2014 - Kelley & Mullis Wealth Management, one of the largest independently owned financial services firms in Birmingham, AL, announces the addition of a new Securities Analyst, Stephen P. Fahy.
Dec. 1, 2013 Article
As an “admitted worrier” I have found one of the hardest areas that I continually work on is conquering the “fear” in changing investment allocations.
Jun. 1, 2013 Article
Currently, the U.S. is stimulating our own economy by printing over $85 billion a month and using these dollars to buy back short term US Treasury debt.
