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New Atlanta Caregiver Workshop Takes on One of Most Avoided Issues of our Time

Caring for elderly parents or spouses can be tremendously expensive and stressful—and even create significant health issues for caregivers.
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"Now I'm third in line at Starbucks"

Selling a company often represents a loss of identity and community. Entrepreneurs may go through several stages of recognizing and coping with this loss.
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It's Your Money, Not Ours: Why We Turned Down Industry Advice

When it comes to outflows, we think traditional wealth managers have confused their clients’ best interests with their own, so we rejected key industry advice.
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Why a spending sabbatical could be your best indulgence

A spending sabbatical ... pointless torture? No - it’s a chance to make more thoughtful choices about how YOU want to spend YOUR money. And it just might change everything for you and your family.
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Marc Lewyn Discusses Tax Planning Strategies for High Net Worth Individuals

In the thick of tax season, JOYN’s Marc Lewyn, CEO of Strategic Liquidity Services, is sharing valuable insights on tax shelters for high net worth clients.
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You're Not Just A Deal

For you, selling your business is the deal of a lifetime. For them, it’s the deal of the week. Before you think about liquidity, think about this: you’re not just A DEAL.
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Politics, Policies & Your Portfolio

In "Politics, Policies & Your Portfolio," CEO David Geller & CIO Aradhana Kejriwal reviewed policy proposals that could shake up the markets and answered questions worrying anxious investors. Here's the recording.
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JOYN Chief Investment Officer Shares Insights on the Dow 20,000 Milestone

JOYN’s perspective on the Dow's historic 20,000 closing was featured in a front-page story in today's Atlanta Journal-Constitution.
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Today’s Stock Market Milestone is Mostly a Non-Event

Though pundits and politicians may trumpet today's stock market milestone, we believe it's an artificial, emotional barrier – nothing more. Sure, "Dow 20k" has symbolic value, but little substance.
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Georgia's Film Tax Credit Targeted by Powerful Lobbying Group

A political advocacy group is targeting Georgia's film tax credit, arguing that it unfairly benefits film producers at the expense of other taxpayers. We support the incentive and sent this letter to Governor Deal.
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GV Financial’s Evolution Leads To Revolutionary Name Change

On November 17th, we held an extraordinary "top secret" event. At the end of that memorable evening, we announced our new name, JOYN. We're still the same firm working with you to help you create extraordinary, joyful lives. We haven’t changed our solemn commitment to invest your money responsibly, effectively and competitively.

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

FOLLOW THE LATEST IN Behavioral Wealth Management™

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