Written by: Kirk Licata, CFP® Having been raised in a family whose livelihood depended upon a small business, I know from personal experience the extent to which the successes or failures of such a business can become integrated into an individual or family’s...read more
By: Michael Lipsey, CFP®, AIF® Imagine that you can deposit money into an account that: Gives you a tax deduction May reduce your FICA (Social Security) taxes Grows tax free and may generate tax free distributions Might be set up with money from your employer Can...read more
The long, painful market decline in the last month of 2018 seemed to promise more of the same for the new year of 2019, but at the end of the first quarter, the results couldn't have been more different. The U.S. market, measured by a variety of indices, posted its...read more
Sign up here to receive our monthly blog post in your inbox.
LongView was a sponsor and hosted a team at the 2019 Walk for Wishes, held May 4, at SunTrust Park. Walk for Wishes benefits the Make-A-Wish Foundation which helps create life-changing wishes for critically ill children. Because of the generosity and...read more
Longview Wealth Management is pleased to announce that Jennifer Stewart has been named Vice President and Managing Partner of the firm. Jennifer, a native of Madison, GA, began her career at LongView in 2004 as a summer intern. Upon her graduation from...read more
Sara McIntosh attended the Cambridge Women Advisors Forum, held March 17-19 in Fort Worth, Texas. Created to help diversify the financial industry, the conference provided a setting for women advisors to share ideas, connect and learn. On...read more