Nora Wealth

Financial Planning & Investment Management based in Atlanta: We help align your dreams with your mea

01/07/2025

Curious about the future of stock market returns? This quick video provides valuable insights into what investors can expect and how to prepare for the year ahead. Stay informed and make confident investment decisions! 📈

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses expectations for stock returns and the implications for your portfolio.

12/16/2024

Tax planning is important for everyone which is why it's time to start looking ahead. This article dives into 2025’s most important tax considerations and opportunities. Don’t wait until the last minute—start planning now! 💡

While there’s still some uncertainty around future tax policies, the election results give us a clearer path for planning. Here are some key tax considerations and opportunities to keep in mind as we move into 2025.

11/04/2024

📈 Why This Time Isn’t Different: Staying Focused Amid Market Volatility 📉

In the face of fluctuating markets, it’s essential to remember that every economic cycle brings challenges and opportunities. This video from Buckingham Strategic Partners offers insights into maintaining a steady, disciplined approach, helping investors make informed decisions rather than reactive ones.

Watch to learn why patience and a clear strategy matter most in uncertain times.

When investors start to worry about the direction of the market, does that mean it is time to make a change to your portfolio? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses why investors should avoid thinking “this time is different.”

10/06/2024

🗳Voter Registration Deadlines are Approaching!🗳

If you haven’t registered to vote yet, now is the time to act! Deadlines are coming up fast, and your voice matters!

For those in Georgia, the deadline to register is tomorrow, October 7th. If you’re in another state, you can find the deadline for your state by visiting the link below.

✅Don’t wait – make sure you’re ready to vote in this upcoming election!

Check your state’s voter registration deadline here: https://www.usa.gov/voter-registration-deadlines

Every state has its own voter registration deadline. Find your state's deadline and register to make sure you can vote in the next election.

09/28/2024

Ever wondered how investors gauge market uncertainty? The VIX, also known as the “fear gauge,” is a powerful tool. Watch this video to gain a deeper understanding of how it influences market sentiment and risk management strategies.

With commentators talking about the volatility index (VIX) rising, often referred to as the “fear index,” should this cause alarm for investors? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why it's better for investors to stay composed during times ...

09/11/2024

Election years can bring market uncertainty, but staying disciplined in your investment strategy is more important than ever. In this episode, Kevin Grogan explains why it’s crucial to focus on long-term goals and avoid emotional decisions driven by election results. Check out his insights!

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares investing considerations to keep in mind as the 2024 presidential election approaches.

09/09/2024

What’s driving recent market volatility? In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets. He also reminds us why it’s important to maintain a long-term perspective in light of these developments.

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan explains why a recent jobs report has stirred markets.

08/19/2024

At Nora Wealth, we know that investment success starts with knowing your risk tolerance. Learn more about how to align your investments with your comfort level with the resource below.
🔗 https://buckinghamstrategicpartners.com/perspectives/how-to-assess-your-investment-risk-tolerance/

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses how to determine the risk you’re willing to take to meet your financial goals.

06/20/2024

During the discovery process at Nora Wealth, we follow Buckingham Strategic Partners's DESIGN | BUILD | PROTECT™ model and take the time to get to know you, your goals, and your values.

Read more about this guide and how to get started on your financial journey with the Nora Wealth Discovery Process here:

We use the DESIGN | BUILD | PROTECT™ model from Buckingham for Financial Planning and Wealth Management projects. What that means for you is that we always start with a conversation around your goals and values.

05/22/2024

Advances in artificial intelligence are leading to a lot of conversations about how AI might transform the economy. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan shares his views on the opportunities and challenges of the technology as well as the implications for investors.

In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan highlights the opportunities and challenges of the technology, as well as the investment implications.

05/15/2024

Looking for strategies and advice for gaining courage and advocating for yourself in the workplace? 💪

Check out our newest blog featuring a summary of the webinar, Career Courage by Darcy Eikenberg, executive coach and author. Let us know in the comments which in-the-moment strategies worked for you!

In today's rapidly changing professional landscape, it is essential for individuals to cultivate career courage. Career courage means having the strength to speak up, step up, and advocate for yourself and your ideas in the workplace. It empowers you to become a leader not just for yourself but for

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