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Controlling Risk Mandates Health Insurance Reviews – June 2009
“While an annual health insurance review is always helpful, today’s risk adverse environment makes the evaluation imperative,” says Rusty Cagle. Read how overlooking long-term health care could potentially jeopardize your retirement. Lifestyle and Economic Changes May be Permanent – May 2009
The severity of the financial crisis may be laying the foundation for deep, long-term change. Rusty Cagle suggests three tips to help adjust to an economic shift by choosing risk management over risky business.
Physician’s Money Digest – April 30, 2009 Regardless of the quality of treatment that a doctor provides a patient, he or she may nevertheless be sued for just about anything, however well-advised the course of treatment may have been. Rusty Cagle’s article, Protecting Your Assets from a Malpractice Lawsuit http://www.hcplive.com/pmdlive/in-depth-for-doctors/Protecting-Your-Assets, which appeared on Physician’s Money Digest<http://www.hcplive.com/hcplive>, addresses the need for medical professionals to take precautionary steps to financially guard against a worst-case scenario.WSPA Channel 7 – April 20, 2009 According to a study by mortgage giant Sallie Mae, more than half of college students have four or more credit cards with an average balance of more than $3000. Thirty percent of college students put tuition on their cards, and 60% said they are surprised by how high their balance is. Rusty Cagle was interviewed and appeared on WSPA Channel 7 6:00 news discussing this accumulated consumer debt. Managing Your Finances during the Great Recession – April 2009
It’s likely that we could be in a secular bear market. So what exactly does that mean, and more importantly, how does that impact investment strategy? While there is no general prescription that will solve the woes of all investors, Rusty Cagle suggests any tactical moves should be a function of the safety of your income stream, how much you have already saved, and framed by your life stage and goals. WSPA News Channel 7 - April 2009
On tax day, April 15, Rusty Cagle was interviewed by Heather Sullivan of Channel 7 here in Greenville, South Carolina for the 6:00pm news on the topic of "How to spend your tax refund wisely". To see the news clip, click here.
Investment News - April 2009
In a recent article entitled "Financial advisers seek ways to reward over-stressed assistants", Lauren Pierson talks about the encouragement and education she provides as she communicates with clients daily and seeks to encourage them in this challenging economic time. To view the full article, click here.
Growing up Is Never Easy – but Something We Must Do – March 2009
Faced with plummeting investment accounts, declining home values, and the real prospect of job loss, Americans are suddenly doing what they’ve needed to do all along – spend less and save more. This recession is causing real pain, but according to Rusty Cagle perhaps it will lead to more mature financial practices. Read the full article.
The Greenville Journal – March 2009
 Rusty Cagle has long believed that it is never too early to start teaching children about personal finance and investments. He recently was quoted in the Greenville Journal discussing the “Stock Market Game”, a contest where students from grades four through twelve get a hypothetical $100,000 to invest in stocks, bonds or mutual funds. “The lessons learned can be life-long lessons. This game probably should be required of all students,” says Cagle. Read the full article in the Friday, March 6 edition of the Greenville Journal.
You Deserve a Team of Financial Champions – February 2009
Not only can multiple advisors help provide a reassuring checks and balances system, but their broad range of expertise may help translate into more strategic financial decisions. Rusty Cagle looks at the ways teamwork can be particularly beneficial in managing finances. Click here for full article, or
 Listen to podcast now Investors Alley – January 2009
Rusty Cagle of ASE Wealth Advisors shares his thoughts on longevity, investing, and financial independence in an article he wrote for Investors Alley as their Weekly Featured article. Read the full article here.
Three Steps to Take Today to Survive in the Recession – January 2009
No matter what kind of economic stimulus package comes out of Washington, it’s going to take time to feel the real impact of such action. So how will consumers survive through the coming quarters, until the economy stabilizes? Long-time financial professional, Rusty Cagle’s tips for managing personal finances during a recession focus on three themes.
New Years Finance Tips from Top Advisors – December 2008
If you are flustered by economic conditions that are not likely to disappear too soon, then it’s time to focus on what you can control. To ring in the New Year, a group of experienced financial advisors offer a range of philosophical and tactical advice to help design your joys to outweigh your anxieties in the year ahead. Research Magazine – December 2008
Rusty Cagle was quoted in an article in Research Magazine entitled “P
 assing the Baton” about business exit planning. Writer Marie Swift talks about how Rusty handles exit planning with his clients. To read the full article click here: Passing the BatonFinancial Resilience Requires a Professional – November 2008
Consumer confidence is down and questions about government response lingers. What does that mean for our retirement or the kids’ college savings? Increasingly, consumers are turning to the independent advice of investment advisory firms that are associated with independent broker dealers. Click here to learn more about the distinction between independence and wirehouse as it relates to financial planning.
The Greenville Journal – November 2008
 Charles Sowell, staff writer for the Greenville Journal, interviewed Rusty Cagle about the economic ride our country is on, and how we are able to weather this storm. The article is entitled “Along for the Economic Ride”, in which Cagle points out some of the positives that we can look to. Ask for a copy of the article to read more.
GSA Business – October 2008
Rusty Cagle contributed to an article entitled, “Upstate Stocks Bear up During Meltdown” by editor Richard Breen. Rusty gives his comments on what he is doing to help his clients and keep them educated and encouraged about the market activity. Request a copy of the article to read more.
Open Enrollment Season for Employee Benefits – October 2008
The US Department of Labor’s Bureau of Labor Statistics estimates nearly 30 percent of each employee’s salary comes in the form of benefits. However, if you are like most people, you flip through the glossy brochure of options and push it aside promising to take a closer look next year. “By not investing the time to make informed choices, you may be leaving money on the table and putting your future at risk,” says Rusty Cagle. Read Cagle’s list of Questions Every Employee Should Be Asking about benefit options. Investing in a Volatile Real Estate Market – October 2008
The subprime lending crisis continues and For Sale signs linger in neighborhood lawns. So is investing in the real estate still the tried-and-true method for building wealth, even during a down real estate market? Read Rusty Cagle’s suggestions for navigating the volatile real estate market.
Investing and the Bear Market – September 2008
Rather than getting back in the swim this summer, the markets took a nose dive plunging us right into an official Bear Market. So what is an investor to do? Rusty Cagle was among a select group of financial professionals from Securities America to come together and provide consumers with a list of the Top Ten Smart Moves in a Bear Market.
Five Tips for Dealing with Pain at the Pump – July 2008
You might as well get used to higher prices at the pump. While in the near term they could fall, the permanent demand from developing countries is here to stay, which means high gas prices are too. Read Rusty Cagle’s suggestions for conserving gas and money.
Understanding Roth IRA Accounts – June 2008
A big opportunity is coming in 2010 for tax-free-on-withdrawal Roth IRA conversions. According to Rusty Cagle, there are several reasons for choosing to enroll in a Roth IRA plan if eligible. Read the full article here.
Kiplinger’s Personal Finance – March 2008
Rusty Cagle contributed to an article entitled, “Make More Keep More”. The article highlights an individual who talked about his plans to take advantage of a rare opportunity to avoid federal income taxes on his stock gains due to the help he has received from his financial advisor. To read the full article click here.
Business Week – March 2008
Rusty Cagle contributed to an article written by Benjamin Levisohn of Business Week in an article titled “Saying Goodbye to Your Money Guy”. The individual highlighted shared the story behind choosing his financial advisor. Read the article here. Portfolio Diversification Can Minimize Stock Market Risk – March 2008
Most Americans who invest in stocks know that market volatility and stock price fluctuation are normal and to be expected. But according to financial professional Rusty Cagle, they also need to understand that maintaining a diversified portfolio is important. Read the full article to learn more.
Last Minute Tax Planning Tips that Could Save Investors Money – February 2008
There are several things taxpayers can do to ensure that they legally minimize the amount of taxes they owe for tax year 2007. Read the full article to learn last minute tax planning tips that could save you money.
Kiplinger’s Retirement Report – February 2008
Rachel Sheedy, Editor interviewed Rusty Cagle for the article entitled “Turbocharge Savings With a Solo 401(k)”, in which Cagle suggests varying the amount you put into a 401(k). Click here for the full article.
SmartMoney.com – February 2008
Diana Ransom, Editor for SmartMoney.com interviewed Rusty Cagle about the start-up costs for business owners. Cagle warns entrepreneurs not to overlook the importance of setting aside enough operating capital as they’re considering start-up costs. Click here to read the full article.
 The Greenville Journal – February 2008
John Boyanoski, Editor interviewed Rusty Cagle about the economic storm our region is facing, and how we are able to weather that storm. The article is entitled “Don’t Say the ‘R’ Word”, in which Cagle suggests the best way for business owners, investors, and everyday people to avoid the economic downturn that has sent this country into a panic is to stop watching the news. Ask for a copy of the article to read more. Palmetto Captive Insurance Journal – 4th Quarter 2007
Rusty Cagle and Brett Ellen present the second in a series of articles about best investment practices for captive insurance. The article entitled “Getting the Home Field Advantage” talks about choosing a domicile for your captive.
GSA Business – December 2007
Richard Breene, Editor interviewed Rusty Cagle about the rising foreclosure rate in our nation and the sub-prime lending scandals. Also interviewed was Jill Blume, President of BankLine Mortgage Corporation, a strategic partner of ASE Wealth Advisors. Financial Advisor magazine – October 2007
In the article titled “Donating Outside the Box”, industry journalist, Jeff Schlegel, interviewed Rusty Cagle about a little-known provision of the Pension Protection Act of 2006. Cagle explains how the Act allows individual retirement account holders who are at least 70 1⁄2 years old to donate up to $100,000 to a nonprofit directly from their IRA without paying any taxes on the distribution. Read here to learn more about unique gifting strategies.
Finding Alternatives to Traditional Investments – October 2007
Rusty Cagle explains how in small doses alternative investments may possibly help to stabilize a portfolio. Because alternative investments are not typically tied to the traditional stock and bond markets “they can help reduce market volatility. They also have the potential to help improve overall portfolio returns,” says Cagle. Read more about finding alternatives to traditional investments.
Palmetto Captive Insurance Journal – 3rd Quarter 2007
Rusty Cagle and Brett Ellen present the first in a series of articles about best investment practices for captive insurance. The article entitled “Getting the Key Players Onto the Field” can be read here.
Ultimate Gift – September 2007
For anyone looking to leave a meaningful and significant legacy to their family and community that will benefit generations to come, this is a “must read”. Rusty Cagle shares several options and resources by which individuals, families and organizations can pass both their values and their valuables to the people they love and the causes they support.
Research magazine – August 2007  Rusty Cagle was quoted in an article discussing how clients benefit from core teams that have satellite support from strategic partners such as CPAs and attorneys. In A Winning Team, Cagle explains, “It’s like planning a potluck supper. It takes several people bringing their own dish before you have a full meal. But instead of everybody showing up with dessert — which may be our specialty — and assuming somebody will bring the main dish, plates and utensils, we’re coordinating the experience and deliverables.” Read the full story here. Investment News – August 13, 2007 “Most people are just beginning a new life at retirement, and they need more-aggressive equity investments,” said Rusty Cagle as he explained his concerns about target date mutual funds. Cagle was quoted by journalist Sara Hansard in her article titled “Advisers remain concerned about target date fund ‘advice’” which appeared in Investment News.
Uncle Sam Extends Special Charitable Invitation through End of 2007 – June 2007
Rusty Cagle offers advice that could help seniors make the most of their charitable donations by giving directly from an IRA account. Thanks to the Pension Protection Act of 2006, investors over the age of 70 can gift up to $100,000 directly from their IRA to a charity and avoid taxation on the distribution. Read more. In The Power of a Well-Crafted Tagline, journalist Marie Swift explores how some financial advisors communicate to their clients in the most concise way possible, exactly what they do, for whom, and with what expected results. Commenting on ASE’s tagline, “Awareness. Strategy. Execution.”, Rusty Cagle explains, “Not only does our tagline encapsulate what we do for clients, but because our firm’s name is the first letter of each word it helps our clients to remember our process.” Taxes and Death are Inevitable – May 2007
Rusty Cagle explains why proper planning now can help protect personal wealth and perpetuate your values for future generals. Read the full release to learn three steps you can follow to help with tax minimization and legacy planning.
Greenville Tribune-Times – March 2003 Rusty Cagle, a certified financial planner with American Express Financial Advisors in Greenville, attended a Renaissance training class Nov. 7-8 in Charlotte, NC, improving his ability to provide clients with a full-range of options when planning their financial futures.
Vercor Testimonial – September 2006
In a publication for Securities America, Rusty Cagle describes his strategic relationship with mergers and acquisition firm Vercor. “I really feel like I now have the ability to provide expertise and value to the affluent business owner,” says Cagle.
Greenville magazine – May 2000
Having been selected as one of Greenville’s “Class of 2000 Best and Brightest”, Rusty Cagle was featured in the Greenville magazine. Discussing his wife Kim’s decision to join his financial planning practice Cagle says,”our involvement in orchestrating the development of clients’ financial and life goals, being involved in improving our community and spending quality time with our families is what I am most thankful for.”
Building a Nest Egg for Your Golden Years – August 2007
“Many investors think that once they’ve reached retirement age, it’s time to kick back and simply withdraw the money they have accumulated. That’s simply not true,” says Rusty Cagle. Read more for Cagle’s explanation of the differences in planning strategies for accumulation versus distribution of retirement income.
Think it’s too late? Do you make too much to reduce your college bill? Think again. – August 2007
A few late-stage college funding strategies that may cut taxes and costs for affluent individuals and families are suggested in this article by Rusty Cagle. According to Cagle, making a good living (or having assets) and cutting hefty tuition bills are not mutually exclusive.
e-Media Wire – June 2007
Long-time advisor, Rusty Cagle, discusses charitable gifting from an IRA account and the need to get it done before the end of the year. His news release was distributed via e-Media Wire to journalists and bloggers across the country. To hear his interview on the subject with PR Web –click here.
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