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  • Zebulon, GA
    9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176 T: 470.745.5030 F: 470.745.5032
    Map and Directions Map and Directions
  • Columbus, GA
    2900 Warm Springs Road Columbus, GA 31904 T: 706.571.2100 F: 706.571.2359
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Market turnaround raises question: Where do we go from here?
5/16/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A universe of potential opportunity lies beyond the public markets
Technology and trends have made individual investors an important part of the private market.
Markets & Investing
Read
Read
How does the US-China trade truce impact our market and economic views?
5/14/2025
The 90-day reduction on tariffs between the US and China is a positive development, but some questions remain.
Markets & Investing
How rebalancing helps keep your portfolio on track
Keeping your financial plan aligned with your goals, risk tolerance and time horizon.
Markets & Investing
Taking the pulse of trade, taxes, earnings and the economy webinar replay
5/12/2025
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
Read
Market chaos is harvesting income opportunities
5/12/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Three takeaways from earnings season
5/9/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
A substantial collection of fixed income opportunities
5/5/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Looking beyond President Trump's first 100 days in office
5/2/2025
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
April showered with tariff talk, market volatility
4/30/2025
Expect uncertainty to continue in the near term.
Markets & Investing
Taking a breather
4/28/2025
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Plainspoken advice for life’s financial complexities

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Wealth Intelligence

Wealth IntelligenceWealth Intelligence
  • 9840 U.S. Highway 19 North, P.O. Box 352 Zebulon, GA 30295-3176
  • 470.745.5030
  • 470.745.5032
  • Map & Directions
  • Map & Directions
  • 2900 Warm Springs Road Columbus, GA 31904
  • 706.571.2100
  • 706.571.2359
  • Map & Directions
  • Map & Directions

This website Wealth Intelligence (this "Website") is owned and operated by Wealth Intelligence (Wealth Intel). Wealth Intelligence offers investment advisory services and is registered with the U.S. Securities and Exchange Commission ("SEC"). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Wealth Intelligence as of the date hereof, which are subject to change without notice at any time. Wealth Intelligence does not represent that any opinion or projection will be realized. Neither Wealth Intelligence nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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