Josh Tucker, CFA
In both his academic and professional careers, Josh has cultivated a deep expertise in investment research, including areas of individual stock analysis and macroeconomics. On behalf of CornerCap clients, he leverages his research findings to guide stock selection within client portfolios and the CornerCap mutual fund. While Josh’s research findings are applied across the broad range of CornerCap portfolios, he specializes in the CornerCap Small Cap mutual fund in which many clients are invested.
Education and Accreditation
- BS, Finance – Mississippi State University
- MBA – Georgia Institute of Technology
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Institute
- Member, CFA Society Atlanta
Brad’s Insights & Resources
Everything Old Is New Again: A Look at Financial Markets Against the Backdrop of A Christmas Story
You’re probably familiar with the old adage “everything old is new again.” Indeed, we’ve witnessed surprising revivals of fashion trends, hairstyles, and even pop music over the years. But this year’s return of the holiday classic A Christmas Story is making many people feel exceptionally nostalgic—especially those of us who grew up in the 1980s.
Is a Discounted Roth Conversion Right for You?
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Rising Interest Rates: How It Impacts Your Real Estate Investments and Financial Plan
Are you thinking about entering the real estate market? Then, [...]
How the Great Resignation Can Be Great for Your Retirement Planning
As the Great Resignation rolls on, top corporate talent continues [...]
The Rebalancing Act: Long-Term Returns and Volatility
In the current financial crisis, investors’ patience is being tested. [...]
Secure Your Estate Planning In Light of SECURE Act Changes
With the SECURE Act now in effect, it’s important for [...]