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529b education fund
Learn the advantages of starting an education fund early for your children and grandchildren.


The Check is in the mail!
Blog post "The Check is in the Mail" In depth look at HR 133 link to complete tex of bill and views from financial expert Stephen H Akin

Stephen H Akin
Dec 22, 20201 min read


Book Value vs. Market Value: The Key Differences
The market value changes constantly in the marketplace, says Stephen Akin, investment advisor at Akin Investments in Biloxi, Mississippi.

Stephen H Akin
Sep 9, 20204 min read


Jackson Hole
This years virtual symposium will prove to be quite different. It will be conducted online, Aug. 27 to Aug. 28

Stephen H Akin
Aug 25, 20203 min read


Regulation Best Interest
This new regulation from the Securities Exchange Commission became effective June 30, 2020

Stephen H Akin
Jul 2, 20203 min read


5 reasons why you should add beneficiaries to your accounts right now
“first in line to receive assets upon your death,” says Stephen Akin, a registered investment adviser at Akin Investments in Biloxi, Mi

Stephen H Akin
Apr 10, 20205 min read


Weekend Respite
"I was a young broker with PaineWebber back in October of 1987," noted registered investment advisor Stephen Akin.

Stephen H Akin
Feb 28, 20203 min read


2020 Financial Checkup
Review your investment plan. The early part of the year is an excellent opportunity to closely evaluate performance.

Stephen H Akin
Feb 3, 20202 min read


Finding the Right College Savings Plan
As parents, and grandparents we want to give the whole world to our kids. More often than not, that includes a first-rate college education

Stephen H Akin
Jul 31, 20195 min read


Finding the Right Financial Advisor
If you’re not sure which type of advisor suits you, take a look at the highlights:

Stephen H Akin
May 22, 20192 min read


Fintech, Embrace the future!
Caveat emptor is a Latin term that means "let the buyer beware." Similar to the phrase "sold as is," this term means that the buyer...

Stephen H Akin
Mar 8, 20191 min read


Good News!
If you did not fund an Individual Retirement Account in 2018 there's still time. For 2019, your total contributions to all of your...

Stephen H Akin
Feb 22, 20191 min read


Moving forward in 2019
The recent market activity has opened up some unique investment opportunities. I've been investing in financial markets since the early...

Stephen H Akin
Jan 1, 20191 min read


Year-end tax tips to boost your refund
Under the Tax Cuts and Jobs Act. Now, an individual will need total itemized deductions to exceed $12,000, the new standard deduction for...

Stephen H Akin
Dec 10, 20183 min read


Registered Investment Advisor Vs Stockbroker
If you are like many people you may not be confident in making financial and investment decisions on your own. Enter the investment...

Stephen H Akin
Oct 22, 20182 min read


Changing Retirement Plan Rules
President Trump recently signed an executive order to make it easier for small employers to offer 401(k)s through multiple-employer plans...

Stephen H Akin
Sep 21, 20183 min read


Disruptive Price: Free
It was just the other day I wrote about Fidelity cutting fees. This morning JP Morgan another Wall Street Powerhouse followed. The trend...

Stephen H Akin
Aug 21, 20181 min read


No more "Customers Man"
Registered Investment Advisor’s are independent and objective. We serve clients in a fiduciary capacity that is not presently possible...

Stephen H Akin
Aug 1, 20181 min read


Fintech
Even at a European conference about fintech, one country dominated the conversation: China. This week, hundreds of fintech companies,...

Stephen H Akin
Jun 8, 20182 min read


Reduce Your 2017 Tax Bill With an IRA Contribution
There's still time to reduce your 2017 tax bill. You can make a tax-deferred individual retirement account contribution that can be...

Stephen H Akin
Mar 7, 20184 min read


Experts offer investment tips for 2018
Walter Todd III, president and chief investment officer at Greenwood Capital provided a 2018 economic forecast Friday. ADAM BENSON |...

Stephen H Akin
Jan 30, 20182 min read
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