Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article
Valuations: What’s in a Ratio?
If you use a single ratio to value a business, like Price-to-Revenue, you may overlook several key value factors. We explain in this week’s Business Tip.