This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Principal Bil Lako, CFP®, lead a conversation about when a household should seek financial guidance from professionals and the type of experts you may want to consult when seeking help with your finances, investments and planning for your future.
The markets regained their footing as the Dow Jones Industrial Average, S&P 500 and the NASDAQ posted week-over-week gains at the close of the first week of the new year.
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article
Resolving to increase your business profits in 2017? We offer 10 tips that may help in this week’s Business Tip.
Being a single parent is difficult. The IRS has some tax benefits that may be beneficial for your household. Read all about them in this week’s Tax Tip.
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to address a listener’s concern that following our Ten Year Rule would cause one to lose principal in terms of purchasing power. They discuss how the Ten Year Rule works in periods of recession and inflation, giving examples of how our investment strategy works.
Mutual funds have an inherent lack of tax efficiency. A better approach for some may be a separately managed account. We explain in this week’s Financial Tip.
After being closed for the Christmas holiday, the markets opened Tuesday with a quiet session, as trading volumes generally dwindle around the holiday period. Despite not making a move of at least 1% in either direction since Dec. 7, the Dow Jones Industrial Average extended a post-election rally that has lifted it 8.8% since Nov. 8 and brought its 2016 gain to 14%. /p>