Insights

Thoughts from Lee

We hope that the new year has gotten off to a great start for you and your family. The financial markets have continued their upward trajectory as we look to close out January. Companies are continuing to report solid earnings and outlooks as earnings season rolls on. We continue to see strength in the technology space as stalwarts like Apple continue to defy gravity as it rockets to new highs. I wanted to share a few thoughts with you that echo our 4th quarter commentary.

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Quick Tax Tips to Consider

As tax season approaches here are a few quick tips to consider:

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We Did It!

We did it! We created a company that is all about our clients and their needs, and we are proud to share this first newsletter with you, our client. We have been blessed for many years to have sat at your kitchen tables and to have shared the victories and the trials of life with you and your families. When I left the CPA business back in 2002, it was because I wanted to be able to do more for my clients. Over the last 18 years, you have taught me so much, but more importantly we have grown together. Southern Capital was formed after many years of realizing that the worlds of advice and money management could be and should be tied together. Our goal is to help families understand the relationship between sound financial planning, sound investment selection, and the role that income tax plays not only in overall returns but in the long-term growth of capital.

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Unified Financial Plan

If you were the head coach of an NFL team, could you win the championship with just Peyton Manning? He was a great player, arguably one of the greatest of all time, but he could never take on the Patriots without the help of star teammates like Marvin Harrison or Reggie Wayne. If we apply this thought process to your life and financial goals, as a full-service wealth management firm we believe you have the most to gain by blending investment advice, financial planning and real-life goal setting.

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Solutions

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Investments keeping you up at night?

Find your Risk Number® now.

At Southern Capital, we are not just concerned with helping you achieve your goals, but also with helping you reach those goals in a way that is appropriate for you. One of the ways we accomplish this is by ensuring that your portfolio risk is adequate to meet your personal goals while not exceeding your capacity and tolerance for risk. To assist us with this process, we utilize Riskalyze, an award-winning risk alignment software. Riskalyze generates a personal risk number to pinpoint how much risk you want, how much risk you need to take to reach your goals, and how much risk you have in your portfolio.

Find Your Risk Number®