Hurricane Disaster Loss Tax Ramifications
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.
Managing Debt While Saving for Retirement
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.
Social Security for Married Couples
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.
Market Roundup: Equities Surge for Week Despite Friday’s Late Downturn
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 the News: What Does Your Business Capital Cost?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the cost of capital for your business.
Market Update For October 2017
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.
What Does Your Capital Cost?
Managing Associate Shawna Theriault, CFP®, C.P.A., joins hosts Bil Lako, CFP® and Troy Harmon, CVA, CFA, in a discussion on how business valuations are often needed during a divorce to ensure the division of a jointly owned business is equitable when it comes to future cash flow. Troy explains how cash flow is determined by the cost of capital.
Market Roundup: Markets Experience Nearly Flat Week
The major U.S. stock indices started the week in red territory on Monday, pulled down by a decline in Technology shares. U.S. tensions with North Korea also likely weighed on the market.
Protecting Your Identity After a Security Breach
In today’s Marietta Daily Journal: With so much online these days, Bil Lako, CFP® explains how to you protect your information.
Are You Missing Out on a 9% Business Deduction?
The IRS provides tax incentives for businesses that produce their goods and services domestically. Learn more in this week’s Business Tip.