Up and to the Right Signature Wealth Management Group

Russell Harris and Brian Ransom are back to give us a deep dive into how banks play into the current financial environment. How banks operate (0:42). An update on the SVB situation (11:04). The history of banks in the U.S. (17:13). How does this tie into inflation and a recession (26:53)?
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Russell Harris and Brian Ransom are back in studio with what’s happening this week. Brian’s trivia compares two different stocks (1:19). Our weekly market update discusses inflation and a bond vs stock comparison (5:15). The big question: Are you ready to retire (18:25)?
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Russell Harris and Brian Ransom are back in studio with what’s happening this week. Brian’s trivia deals with the reconstitution of indexes (0:40). Our weekly market update discusses oil prices (7:11). Have markets rallied since the beginning of 2023 (14:45)? How SWMG works with you (20:25). AI and technology in investing (26:45). We wrap-up with Super Bowl LVII talk (34:04).
 Send us your questions! Email: info@signaturewmg.com.
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Today we’re honored to talk to Jonathan Bill (owner of SBS Accounting and Advisors) and Bruce Burkholder (manager of Robins, Eskew, Smith & Jordan CPAs.) They discuss a variety of tax season topics such as how to prepare (W2 and businesses), common big mistakes, and changes in filing for 2022 and 2023.
SBS started in 2006 with a passion to help small businesses bring order and automation to their accounting processes. Since then, SBS has helped hundreds of small business owners do just that. Due to the virtual nature of their services, SBS can serve clients regardless of their location. The team at SBS is committed to living out their core values of integrity, quality, and love for others in all that they do.
Robins, Eskew, Smith & Jordan traces its beginnings to 1980 when Herbert E. (Eddie) Robins III and Clair E. Eskew formed the firm of Herbert E. Robins, III and Associates with the mission of helping individuals and businesses with their tax and accounting needs. Over the past four decades, the firm has grown from one location on the south side of Atlanta to three locations serving the greater metro-Atlanta area. The firm that began with the vision of one man, now has nine partners and 30 team members. While RESJ has grown and technology has changed, our mission remains the same: helping clients reach their financial goals.
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Russell Harris and Brian Ransom kick off our first episode of 2023. Brian gives us two financial truths and a lie about 2022 (0:55). Our weekly market update discusses the impact of 2022 (3:51). Changes in 2023 contribution limits (15:55). The Secure Act 2.0 (19:52). Our football wrap-up (34:38).
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Russell Harris and Brian Ransom join us to wrap up our last podcast episode of 2022. We make the case for the bulls in 2023 (2:44). We discuss what can make a bear market in 2023 (16:50).
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