Tips for Simplifying Your Tax Life
“The hardest thing in the world to understand is the income tax.” — Albert Einstein Taxes are often frustrating, expensive and confusing to even the
Paul Barlow
March 24, 2021
Josh Tucker, CFA
Investment Analysis
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
Jeff's Insights & Resources
Must-Have Financial Documents to Have on Hand
With warmer weather around the corner, many are turning their attention to spring cleaning. Too often, people forget to get their financial house in order
Merriweather Mulé
March 22, 2021
How Much a DIY Approach to Your Financial Plan Really Costs
Let’s say you have the time, skill set and desire to tackle your own financial plan. After all, who knows the financial future of your
Paul Barlow
March 17, 2021
Market Insights: Our Outlook for Rising Rates
Is inflation upon us? Since early February, the yield on the 10-Year Treasury jumped from less than 1% to over 1.5% on Friday—a big surge
Cannon Carr
March 9, 2021
Emergency Funds: Why You Need One & How to Build It
It falls in the category of “things you know you should do but seem like they can wait.” If 2020 taught us anything, it’s that
Merriweather Mulé
January 26, 2021
7 Ways to Protect Your Money from Fraudsters
It could happen to any of us. We’ve all felt that moment of panic when your purse or wallet goes missing. Whether accidentally left behind
Merriweather Mulé
January 25, 2021