Coming off a mixed jobs report from the previous Friday, the markets experienced directionless trading on Monday. By the closing bell, the major indices were firmly in the red. Reversing course, stocks closed Tuesday’s trading session with gains, as the Dow Jones Industrial Average hit a new record level.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the decision to take Social Security comes back to your financial plan. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…
In many cases, an individual 401(k) plan may offer a better combination of benefits than SEP or SIMPLE plans. Learn more in this week’s Business Tip.
Check out your hurricane relief charities before you donate! Fraudsters will solicit on behalf of a fake charity. We explain in this special Tax Tip.
If you were a victim of the recent hurricanes, you may be able to recoup some of your loss through a tax deduction. We explain in this week’s Tax Tip.
You just came into some money. Do you save for retirement or pay down debt? It’s a common quandary many face. Learn strategies in this week’s Financial Tip.
This week, Principal Jennifer Thomas, CFP®, and Managing Associate D.J. Barker, CWS®, join Troy Harmon, CFA, CVA, to discuss Social Security benefits for married couples, focusing on the decision of when to take benefits and how it should depend on when you need the money.
The benchmark indices posted notable gains for the week despite a late downturn on Friday. The U.S. stock indices kicked off the week, closing in green territory on Monday. Gains reached across several sectors, including Financials, Consumer Discretionary, and Health Care. In economic news,
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the cost of capital for your business.
Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the latest GDP revision, the Housing Market, and the effects Hurricanes Harvey and Irma have had on property and employment.