7 Strategies to Reduce Taxes It’s never too early to begin planning for the upcoming year. Here are seven strategies to help you get a head start toward potentially trimming your tax obligation! Nothing is certain but death and taxes.…
What To Do with Inherited Money Whether planned or unplanned, many are unsure of how to proceed after inheriting money. Here are a few steps you can take to make the most of it. So, you’ve inherited money. Depending…
7 Ways SECURE Act 2.0 Could Affect Your Retirement SECURE Act 2.0 was signed into law at the end of 2022. Here are a few ways it could affect your retirement. After consumers throughout America were forced to endure…
Your 2022 Year-End Financial To-Do List The end of the year is upon us. Here are some tasks to check off before 2023 arrives! As the year wraps up, it can be a great time to take financial inventory. Your…
5 Common Mistakes to Avoid with Medicare Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment period has begun, so we thought it would be a great time to discuss some of the…
The Importance of Having an Estate Plan A proper estate plan can protect your assets and your family. Here are some answers to questions you may have! October is National Estate Planning Awareness Month, so now is the perfect time…
Navigating your financial future solo can be daunting. There are countless questions you’ll encounter along the way and we will find the right answers, specific to your unique circumstances. Curious to hear what we think? Ask us any wealth-related question and we’ll get back to you within 1 business day.
Stay in the Know
See latest market trends, news, and insights. Get Market commentary delivered to your inbox.
Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and GA Investment Management ("GAIM") are separate entities. GA Investment Management offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx. GAIM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For additional information about GAIM, including fees and services, request our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest.
GAIM does not make representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information contained therein. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Active investment strategies involve risks above average portfolio turnover which will impact the client's capital gains taxes. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Insurance and Tax preparation is offered through Gierl Augustine & Associates, LLC. Our IARs are also independently licensed insurance agents. When acting in this capacity, agents receive commissions for selling insurance and annuity products. The receipt of compensation and other incentive benefits affects the judgment of the agent when recommending insurance products to clients. Clients should be aware that the receipt of commissions and additional compensation itself creates a conflict of interest. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information in this website is not intended to provide specific advice and should not be construed as recommendations for any individual. To determine which investments might be appropriate for you, consult with your financial, tax, or legal professional. GA Investment Management, Inc. does not provide tax or legal advice. Consult your CPA or tax professional for more information.
Our website is provided to you without charge as a convenience and for your information only. By providing access to our website content, we do not warrant nor represent the following:
• the content is accurate or complete;
• the content is up-to-date or current;
• we have a duty to update any content;
• the content is free from technical inaccuracies or typographical errors; and
• your access to our website will be free from interruptions, errors, computer viruses, or other harmful components.
We do not assume any liability for these matters. In other words, you use our website at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.