In the News: Even Married Couples Need to Discuss Power of Attorney
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses some critical estate planning documents that you’ll need if ever incapacitated.
Quickbooks Tip: Creating Customer Statements in QuickBooks
QuickBooks statements provide an overview of every transaction that has occurred during a specified period of time. Learn more in this QuickBooks Tip.
Market Update for November 2017
Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss the latest on the economy including consumer sentiment; current stock valuations, economic fundamentals, and actions from The Fed.