top of page
Search
Stephen H Akin
Feb 28, 20203 min read
Weekend Respite
"I was a young broker with PaineWebber back in October of 1987," noted registered investment advisor Stephen Akin.
152 views0 comments
Stephen H Akin
Feb 3, 20202 min read
2020 Financial Checkup
Review your investment plan. The early part of the year is an excellent opportunity to closely evaluate performance.
54 views0 comments
Stephen H Akin
Jan 6, 20201 min read
Beautiful Biloxi & America's Economic Migrants, Podcast
Checkout my recent podcast interview with John Aiden Byrne!
415 views0 comments
Stephen H Akin
Aug 20, 20192 min read
Jackson Hole
Is there a "Black Swan" heading for Jackson Hole?
42 views0 comments
Stephen H Akin
Jul 31, 20195 min read
Finding the Right College Savings Plan
As parents, and grandparents we want to give the whole world to our kids. More often than not, that includes a first-rate college education
60 views0 comments
Stephen H Akin
May 22, 20192 min read
Finding the Right Financial Advisor
If you’re not sure which type of advisor suits you, take a look at the highlights:
144 views0 comments
Stephen H Akin
Mar 25, 20191 min read
Is your retirement plan on course?
There's still time to fund your 2018 IRA contribution and receive the Tax Benefit if you've not yet filed your 2018 return. Longer life...
36 views0 comments
Stephen H Akin
Mar 8, 20191 min read
Fintech, Embrace the future!
Caveat emptor is a Latin term that means "let the buyer beware." Similar to the phrase "sold as is," this term means that the buyer...
77 views0 comments
Stephen H Akin
Feb 22, 20191 min read
Good News!
If you did not fund an Individual Retirement Account in 2018 there's still time. For 2019, your total contributions to all of your...
30 views0 comments
Stephen H Akin
Jan 1, 20191 min read
Moving forward in 2019
The recent market activity has opened up some unique investment opportunities. I've been investing in financial markets since the early...
153 views0 comments
Stephen H Akin
Dec 10, 20183 min read
Year-end tax tips to boost your refund
Under the Tax Cuts and Jobs Act. Now, an individual will need total itemized deductions to exceed $12,000, the new standard deduction for...
87 views0 comments
Stephen H Akin
Oct 22, 20182 min read
Registered Investment Advisor Vs Stockbroker
If you are like many people you may not be confident in making financial and investment decisions on your own. Enter the investment...
46 views0 comments
Stephen H Akin
Sep 14, 20184 min read
FLORENCE MAKES LANDFALL
Hurricane Florence Intermediate Advisory Number 60A...Corrected NWS National Hurricane Center Miami FL AL062018 800 AM EDT Fri Sep 14...
10 views0 comments
Stephen H Akin
Aug 21, 20181 min read
Disruptive Price: Free
It was just the other day I wrote about Fidelity cutting fees. This morning JP Morgan another Wall Street Powerhouse followed. The trend...
66 views0 comments
Stephen H Akin
Aug 1, 20181 min read
No more "Customers Man"
Registered Investment Advisor’s are independent and objective. We serve clients in a fiduciary capacity that is not presently possible...
114 views0 comments
Stephen H Akin
Jun 8, 20182 min read
Fintech
Even at a European conference about fintech, one country dominated the conversation: China. This week, hundreds of fintech companies,...
50 views0 comments
Stephen H Akin
Apr 30, 20181 min read
Salute to small business
Small business week April 29 to May 5 2018. It brings focus to the many professionals and small business owners that serve the Greenwood...
31 views1 comment
Stephen H Akin
Mar 7, 20184 min read
Reduce Your 2017 Tax Bill With an IRA Contribution
There's still time to reduce your 2017 tax bill. You can make a tax-deferred individual retirement account contribution that can be...
49 views0 comments
Stephen H Akin
Jan 30, 20182 min read
Experts offer investment tips for 2018
Walter Todd III, president and chief investment officer at Greenwood Capital provided a 2018 economic forecast Friday. ADAM BENSON |...
3 views0 comments
Stephen H Akin
Nov 30, 20173 min read
Tax Tips to Consider as 2017 comes to an end
December is an excellent time to consider year-end tax planning moves to save taxes for 2017. Once tax season gets underway in Q1 2018,...
52 views0 comments
bottom of page