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Advisor

Retirement Questions That Have Nothing to Do With Money

By David Nicholas | June 2, 2021

Provided by Nicholas Wealth Management June 2nd, 2021 Think about these factors before you leave work for the last time. Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to consider as…

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The New Inherited I.R.A. Rules

By David Nicholas | June 2, 2021

Provided by Nicholas Wealth Management June 2nd, 2021 Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited Individual Retirement Account (I.R.A.) distributions. The big change:…

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What Forces Are Driving the Housing Market?

By David Nicholas | June 2, 2021

Provided by Nicholas Wealth Management June 2nd, 2021 Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale—roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past 10 years, it’s no…

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The Whims of Wall Street

By David Nicholas | June 2, 2021

Provided by Nicholas Wealth Management June 2nd, 2021 What to know about shifting market attention, and investor burnout. It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months…

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Investing During Periods of Inflation

By David Nicholas | June 2, 2021

Provided by Nicholas Wealth Management June 2nd, 2021 What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s…

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Baseball’s $300 Million Players

By David Nicholas | May 24, 2021

Provided by Nicholas Wealth Management May 24, 2021 Even ballplayers prepare for the future. The San Diego Padres signed infielder Fernando Tatis, Jr., to a 14-year, $340 million contract roughly one year after the Los Angeles Dodgers inked outfielder Mookie Betts to a 12-year, $365 million deal. That brings the total to 8 baseball players…

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Buffett and Powell Talk Inflation

By David Nicholas | May 24, 2021

Provided by Nicholas Wealth Management May 24, 2021 The Oracle of Omaha and the Fed Chair seem to be at odds. What does it mean when two of the most powerful voices in American financial life seem to be saying two different things? In one corner, we have the “Oracle of Omaha,” investor Warren Buffett.…

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Economic Predictions: What Lies Ahead?

By David Nicholas | March 4, 2021

Provided by Nicholas Wealth Management March 2, 2021 Here’s what the financial forecast may have in store. It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in price on the…

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Tax Efficiency in Retirement

By David Nicholas | March 4, 2021

Provided by Nicholas Wealth Management March 2, 2021 What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life,…

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Will Updated I.R.S. Tables Create an Opportunity for Retirees?

By David Nicholas | March 4, 2021

Provided by Nicholas Wealth March 2, 2021 Life expectancy table updated for the first time since 2002. If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022.  Next year, the Internal Revenue Service plans to update the life…

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Contact Us

Phone: (404) 890-5606
Fax: (404) 445-8166
Email: info@nicholaswealth.com

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2859 Paces Ferry Road SE, Suite 420
Atlanta, GA 30339
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Disclosure

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Securities are offered through World Equity Group, Inc., member FINRA and SIPC.

Investment Advisory Services are offered through Nicholas Wealth Management and BluePath Capital, LLC.

Nicholas Wealth Management and BluePath Capital, LLC are separate entities and are not owned or controlled by World Equity Group, Inc.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

2859 Paces Ferry Rd. SE Suite 420 Atlanta, GA 30339

Securities are offered through World Equity Group, Inc.

The World Equity Group Form CRS can be found here.

BluePath Capital Management, LLC (DBA Nicholas Wealth Management) CRS Form

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