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Advocacy Wealth Management
Plans Based On Your Needs
Advocacy Wealth creates financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. You will not pay extra for your planning—rather, the planning will drive the selection of investments, annuities or trusts for which Advocacy Wealth will be compensated. Your plan will be reviewed regularly for success in meeting your needs and modified as necessary over the course of our lifetime commitment to you.
Advocacy Wealth Management and Montag & Caldwell Join Forces
The Forge Companies proudly announce their registered investment advisory firm, Advocacy Wealth Management (AWM), has joined forces with Montag & Caldwell (M&C), one of Atlanta's first independent investment advisory firms, to provide premier financial services. [...]
Sword & Shield: The Forge Companies Blog
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Tips to Ensure a Hauntingly Safe Halloween
Halloween is just around the corner, and we're all gearing up for a night of tricks, treats, and spooky surprises. But before you dive headfirst into the festivities, it's crucial to remember that safety should be a top priority.Read More -
New Year's Insurance Checklist
Start your new year by ensuring you and your family are properly covered in 2024!Read More -
Advocacy Wealth Management and Montag & Caldwell Join Forces
The Forge Companies proudly announce their registered investment advisory firm, Advocacy Wealth Management (AWM), has joined forces with Montag & Caldwell (M&C), one of Atlanta's first independent investment advisory firms, to provide premier financial services.Read More -
Mediation Time? The Forge Companies Can Help!
Allow The Forge Companies to be a dependable resource for you and your client right from the beginning and find comfort in the knowledge that we will continue to stand as strong advocates long after the mediation process concludes.Read More -
A Testimonial From Our Friend Gibson Vance
We are incredibly honored to have our close friend Gibson Vance share his experience working with The Forge Companies.Read More -
The Forge Companies Announce Hillary B. Cranford as New Senior Financial Consultant
The Forge Companies attracts top talent with the addition of Cranford to the Settlement Planning team - The Forge Companies (TFC) are pleased to announce the addition of Hillary B. Cranford as Senior Financial Consultant for Forge Consulting, the settlement planning division of TFC.Read More -
Settlement Planning Services for You & Your Clients Made Easy
At The Forge Companies, we pride ourselves in providing a full range of settlement planning, wealth management, trust planning, and business administration services, making all aspects of the settlement process easy for you and your clients.Read More -
A Brief Modern History of the Federal Funds Rate & Inflation
From July 1983 to September 2022, the purchasing power of the consumer dollar in the U.S. declined steadily by a total of -66.3%, to a new low.Read More -
IOLTA Accounting Made Easy
With the help of our Forge for Business partner, Abacus Advisor, understanding and managing your IOLTA account doesn't have to be stressful.Read More -
The Benefits of Deferring Your Attorney Fees
As contingency-based attorneys, you don’t catch a lot of breaks. However, one benefit you do have is the unique option to defer your fees and delay the recognition of taxable income.Read More -
Why Choose The Forge Companies
At The Forge Companies, we are ready to be your advocate.Read More -
AWM Insights - December 2022
Advocacy Wealth Management provides periodic updates and insights into the financial markets.Read More -
Welcome to Sword & Shield
We look forward to telling you all about our companies, employees, events, communities, and more.Read More -
2022 AAJ Annual Convention
The Forge Companies' Spooner Phillips and Tracee Wagner are in Seattle for the 2022 AAJ Annual Convention.Read More -
Advocacy Trust Announces Opening of New York Office
AT Expands to New York Offering Top-Tier Trust ServicesRead More -
More Than Just Insurance Coverage
At Full Circle Coverage, we pride ourselves on building personal relationships with clients so that we can best serve them and protect what matters most.Read More -
AWM Insights - September 2022
Advocacy Wealth Management provides periodic updates and insights into the financial markets.Read More -
AWM Insights - A Tale of Fat Tails
AWM's Robbie Wright provides a summary of the first quarter Insights from Advocacy Wealth Management.Read More -
Forge for Business - We Practice the Business of Law
Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.Read More -
Advocacy Trust Expands Board of Managers
Advocacy Trust Welcomes Industry Veterans to Enhance Client Care Standards - Advocacy Trust (AT) is thrilled to announce the growth and expansion of its Board of Managers with the addition of Mrs. Leslie Coyle, CTFA, CFP®, Mr. Rob Ragsdale, CFP®, AIF, and Mr. Steven Stewart. With a combined industry experience exceeding 60 years in trust and financial services, these esteemed individuals strengthen AT’s commitment to excellence.Read More
Advocacy Wealth Management
Call us today at
800-633-2967 to learn more about what Advocacy Wealth Management can do for you.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
Securities and insurance products are NOT
insured by the FDIC, nor by any other Federal or state government agency, are NOT
a deposit of and are NOT
Guaranteed by a bank or any bank affiliate, and MAY
lose value.
FORGE and
are registered trademarks of Forge Consulting LLC.
is a registered trademark of Advocacy Wealth Management, LLC.
, FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.
All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.
International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.
Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.
High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.
Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.
Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.
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