Thought Leadership

May 2024 Commentary

May 2024 Commentary

Jun 13, 2024 9 min read
April 2024 Commentary

April 2024 Commentary

May 14, 2024 9 min read
Q1 2024 Commentary

Q1 2024 Commentary

Apr 09, 2024 9 min read
February 2024 Commentary

February 2024 Commentary

Mar 12, 2024 9 min read
January 2024 Commentary

January 2024 Commentary

Feb 07, 2024 8 min read
Q4 2023 Commentary

Q4 2023 Commentary

Jan 10, 2024 11 min read
November 2023 Commentary

November 2023 Commentary

Dec 06, 2023 7 min read
October 2023 Commentary

October 2023 Commentary

Nov 07, 2023 8 min read
Q3 2023 Commentary

Q3 2023 Commentary

Oct 09, 2023 10 min read
August 2023 Commentary

August 2023 Commentary

Sep 07, 2023 9 min read
July 2023 Commentary

July 2023 Commentary

Aug 09, 2023 7 min read
Q2 2023 Commentary

Q2 2023 Commentary

Jul 11, 2023 12 min read
June 2023 Commentary

June 2023 Commentary

Jun 07, 2023 9 min read
May 2023 Commentary

May 2023 Commentary

May 05, 2023 7 min read
Q1 2023 Commentary

Q1 2023 Commentary

Apr 06, 2023 8 min read
March 2023 Commentary

March 2023 Commentary

Mar 06, 2023 7 min read
February 2023 Commentary

February 2023 Commentary

Feb 07, 2023 7 min read
Q4 2022 Commentary

Q4 2022 Commentary

Jan 13, 2023 7 min read
December 2022 Commentary

December 2022 Commentary

Dec 06, 2022 6 min read
Decisions: Don’t Invest in the Present

Decisions: Don’t Invest in the Present

Nov 10, 2022 7 min read
Q3 2022 Commentary

Q3 2022 Commentary

Oct 05, 2022 8 min read
September 2022 Commentary

September 2022 Commentary

Sep 14, 2022 7 min read
August 2022 Commentary

August 2022 Commentary

Aug 04, 2022 8 min read
July 2022 Commentary

July 2022 Commentary

Jul 14, 2022 5 min read
Q1 2022 Commentary

Q1 2022 Commentary

May 19, 2022 4 min read
Market Volatility Comments and Perspective

Market Volatility Comments and Perspective

May 13, 2022 2 min read
December 2021 Commentary

December 2021 Commentary

May 12, 2022 4 min read
"Particularly reassuring to us is the QTR team’s proven expertise and absolute integrity in all dealings. Their advice on financial planning issues has served us well, but what we’ve valued most is that Wes and the QTR team are like an extension of our family – helping us plan and manage our quality of life! I would absolutely recommend QTR to fellow executives, and entrepreneurs.”
Ben – Private Business and Family Client since 2013
“My husband and I decided to find a new advisor, as our investment portfolio was performing poorly and our advisor wasn’t responsive to us. We moved to Shawn Jiles and his team 17 years ago, and it’s been a great experience for us. He’s shown that he has our best interests at heart – even connecting my husband to the team’s client community to land a new job after an unexpected layoff. We trust him explicitly. He’s been instrumental to our overall quality of life.”
Jo Ann – Family Client since 2006
“At tax filing time, my CPA comments on what a great job Wes and the team have done. In just one phone call, they take care of my requests. Our grown children are now QTR clients as well.”
Fred – Multi-family Client since 2008
“After the unexpected loss of both my husband and my mother-in-law, I was suddenly alone with a somewhat complex financial situation to manage. Shawn and team answered my questions and patiently walked me through my financial investments -- making me feel secure during a sad and somewhat scary new chapter in my life. They are accessible and quick to respond to my requests and inquiries. I feel as though they are more than my wealth advisement team. I trust them wholeheartedly.”
Elyse – Family Client since 2022

Investment adviser representatives affiliated with Metric Financial, LLC, a FINRA member broker-dealer, will earn commissions on certain investments. This presents a conflict of interest because the representative is incentivized to earn a commission. This conflict is mitigated, however, because you are not required to engage the IAR or Metric Financial, LLC to invest in securities. To the extent your IAR is affiliated with a broker-dealer, you may request copies of the Form CRS associated with the broker-dealer to better understand fees and services and how those fees and services differ from those provided by Bison Wealth, LLC. Any fees and/or commissions billed by Metric Financial, LLC are distinct from and in addition to fees billed by Bison Wealth, LLC.

Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA and SIPC. Bison Wealth is not affiliated with Metric Financial, LLC. More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. QTR Family Wealth, LLC and Bison Wealth, LLC are not affiliated entities and do not offer tax or legal advice.

The opinions in the preceding commentary are as of the date of publication and are subject to change.  Information has been obtained from a third-party source we consider reliable, but we do not guarantee the facts cited are accurate or complete.  This material is not intended to be relied upon as a forecast or investment advice regarding a particular investment or the markets in general, nor is it intended to predict or depict performance of any investment.  We may execute transactions in securities that may not be consistent with the report’s conclusions. Investors should consult their investment advisor representative on the strategy best for them.  Past performance is no guarantee of future results.