Resources - Zosh Williams Costa Asset Management Group

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US equities should continue to be a long-term portfolio driver

3/31/2025

Raymond James Chief Investment Officer Larry Adam notes that despite near-term headwinds, the US economy should remain resilient.

Markets & Investing

Can homeschooling and a full-time job co-exist?

Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.

Family & Lifestyle

Unexpected tax bill? Avoid compromising your long-term plan

Surprised in spring by a tax bill you didn’t anticipate? Consider strategies for settling up without disrupting your longer-term financial progress.

Tax Planning

The dual benefits of non-cash donations

Maximize your philanthropic mission and minimize taxes.

Estate & Giving

Interest rate cuts remain likely in 2025

3/19/2025

Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.

Markets & Investing

Have you hired the right tax accountant?

Five signs you’ve chosen the right accountant; two signs that suggest proceeding with caution.

Tax Planning

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Retirement & Longevity

529s are more than a college savings tool

These versatile savings accounts are a powerful estate planning vehicle.

Estate & Giving

Life-changing events change your taxes, too

Review how six major life events can impact your federal return..

Tax Planning

Despite recent volatility, we maintain our constructive outlook

3/7/2025

Raymond James CIO Larry Adam reinforces that while volatility is never comfortable, it's an inherent part of the market's fabric.

Markets & Investing

Choosing the right charitable giving vehicle for your goals

Understand the differences between giving vehicles.

Estate & Giving

The future at your fingertips

Zosh Williams Costa Asset Management Group
445 Hutchinson Ave Ste 860 Columbus, OH 43235-5787
T: 380.444.5656
Map & Directions
Map & Directions

Zosh Williams Costa Asset Management Group
110 Traders Cross, First Floor Bluffton, SC 29909
T: 843.790.7987
Map & Directions
Map & Directions

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, Inc., member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, Inc.