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Offer Plan Loans? Be Sure to Set a Reasonable Interest Rate

Like many businesses, yours may allow retirement plan participants to take out loans from their accounts. Such loans are governed by many IRS and Department of Labor (DOL) rules and regulations. So if your company offers plan loans, your plan document must comply with current laws — including setting […]

Proper Education Can Drive Retirement Plan Participation

Employers who offer retirement savings plans are already helping their workforces. But not all employees take advantage of these plans. And many who do still don’t contribute enough to retire comfortably. As a business owner, you can help your employees even more — and drive plan participation — by […]

Untangling the Maze of Retirement Accounts: What is a Roth?

There are numerous types of “qualified” retirement accounts—too many to tackle in an article that you will enjoy reading. But one frequent question regarding retirement accounts is, “What is a Roth account?”

Traditionally, contributions made to either 401(k) accounts or Individual Retirement Accounts (IRAs) are tax-deductible and grow tax-deferred. Therefore, […]

2016 First Quarter Report: A Roller Coaster Ride

The first quarter was a roller coaster ride, with stocks experiencing a decline of 11% by mid-February and then climbing back to end the quarter where they started the year. In our view, the U.S. economy appears to be in a mature growth phase, with little near-term risk of […]

Weathering the Storm

Equity markets have been unusually volatile so far in 2016. Plunging oil prices, slowing growth in China and the uncertainty of Federal Reserve rate increases have all pushed equity prices lower. Markets do not like uncertainty. Therefore, until some of these issues are resolved, we may have additional volatility.The […]

The Fed finally increases rates. Why?

The Federal Reserve unanimously voted to begin their tightening cycle this week for the first time in nine years. The drivers for the rate increase are a fairly strong employment market and an anticipated increase in inflation. The Fed is increasingly optimistic that the economy will continue to improve […]

Jim Foster quoted in Atlanta Business Chronicle’s Financial Quarterly

In an article in the Atlanta Business Chronicle’s Financial Quarterly published on Nov. 27, 2015, Jim Foster provided insights on how the volatility in the stock market can create lucrative opportunities for investors if they are counseled properly. Although most years see a double digit sell off in the […]

Warren Averett Asset Management Expands Into The Atlanta Market

Warren Averett Asset Management, LLC is pleased to announce the Firm’s expansion into the Atlanta market. With the addition of the Atlanta office, Warren Averett Asset Management now operates with six locations across the Southeast, including Birmingham, Huntsville and Montgomery, Ala., as well as Pensacola and Tampa, Fla. Warren […]

Warren Averett Recognized By CNBC And The Financial Times 300 List

Warren Averett Asset Management, LLC is proud to announce it has been ranked as one of the Top Fee-Only Wealth Management Firms in the country by CNBC. View the full article here. “We are excited that CNBC has recognized us for the second year in a row,” said Josh […]

Warren Averett, LLC Strengthens Southeast Presence With Mobile, Alabama Office

Warren Averett, LLC, Certified Public Accountants and Advisors, continues to better serve its clients with the opening of a new office in Mobile, Ala. The Mobile office, located in the RSA Battle House Tower, will officially open on January 1, 2015, offering expanded reach and resources to our current […]