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.
How Can I Prepare Financially for Stormy Weather?
Storms on the horizon? Make sure your homeowners and auto insurance coverage is sufficient. Learn more in this week’s Insurance Tip.
401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
Want to Make an IRA Contribution for Last Year? You Still Have Time
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
Market Roundup: Dow Breaks 21,000 After President Trump’s Congressional Address
The Dow Jones Industrial average kicked off the week closing at an all-time high for the 12th consecutive day on Monday, while the S&P 500 hit a new record level. The NASDAQ also eked out a gain.
Retaining Talent with a Promise of a Lucrative Retirement Benefit
In today’s Marietta Daily Journal: Companies can use SERPs to provide benefits over and above an executive’s compensation package. Read the Article
Quickbooks: Using Custom Fields and Classes
QuickBooks Online’s custom fields and classes help you shape it to meet the specific needs of your business. Learn how in this week’s Business Tip.
Coles College Team Wins Investment Competition
Congratulations! Kennesaw State’s SMIF team takes top honors in the CFA institute Research Challenge Southern Classic! Four of the team members served as interns in Henssler’s Research Department. Read the Article