From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
Last year U.S. data breaches increased 40%. Learn how to lessen your chances of being a victim of cybercrime in this week’s Financial Tip.
Life Insurance Needs Change Throughout your Lifetime
This week, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, are joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, who brings a conversation about life insurance and how your needs may change from being single with group coverage through your employer to needing more because of personal responsibilities such as a family and a home.
Market Roundup: Record Highs for Major Indices Throughout Week
While much of the Southeast was braced for Hurricane Irma, U.S. indices still closed in the green zone on Monday. The S&P 500 stepped up to a new all-time high. Crude oil prices ticked up as refineries closed because of Hurricane Harvey have started to resume production.
In the News: Develop a Permanent Legacy with a Private Family Foundation
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families.
Research Credit Can Offset Payroll Taxes
Many types of businesses can take advantage of the Research Credit to offset payroll taxes. Read all about them in this week’s Business Tip.
Insurance for Your Vacation Home
If you have a vacation home or second property you need insurance specifically designed for your property. Learn more in this week’s Insurance Tip.
Is Solar Energy Right for You?
Thinking about going green? Before you leap, consider the tax and financial aspects of solar electric systems. We explain in this week’s Tax Tip.
Developing Permanent Legacy with a Private Family Foundation
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
Market Roundup: Down Week as Hurricanes Curtail Consumer Spending
The holiday-shortened week kicked off on Tuesday after being closed Monday for Labor Day. However, retail gas prices surged as Hurricane Harvey forced refineries to shut down, leading to curtailed petroleum shipments. The Dow Jones Industrial Average fell 1.1%, its biggest one-day loss since Aug 17, while the S&P 500 declined 0.8%.
In the News: Case for Dollar Cost Averaging: Great Recession
In today’s Marietta Daily Journal: Bil Lako, CFP® explains how dollar cost averaging would have worked during the Great Recession