The Strategic Financial Alliance Gains Two Firms

Two independent financial advisory firms have joined the broker-dealer and registered investment advisor platform of The Strategic Financial Alliance, a privately owned independent broker-dealer and RIA in Atlanta, SFA announced Thursday. Carnegie Wealth Management of Exton, Pa., and Carlyle Wealth Management of Atlanta bring $350 million in client brokerage and fee-based advisory assets to SFA.…

The Strategic Financial Alliance Gains Two Firms

Two independent financial advisory firms have joined the broker-dealer and registered investment advisor platform of The Strategic Financial Alliance, a privately owned independent broker-dealer and RIA in Atlanta, SFA announced Thursday. Carnegie Wealth Management of Exton, Pa., and Carlyle Wealth Management of Atlanta bring $350 million in client brokerage and fee-based advisory assets to SFA.…

Interest Rate Speculations

Contributed by Lewis J. Walker, CFP® Some years ago yours truly had the pleasure of speaking to a large audience of Japanese investment executives and financial advisors meeting in Yokohama, Japan. I had to submit the speech ahead of time to allow for simultaneous translation from English to Japanese. A form of “simultaneous translation” happens…