In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
By: Tim O’Pry | Chief Security Officer Another day, another few hundred million accounts compromised. Facebook is the most recent (as of late March 2019). This problem has become so common place that it hardly qualifies as news. What is different about this one is that it wasn’t criminals who broke into Facebook and obtained the data.
You thought you were getting a refund and SURPRISE…You Owe! If you owe the IRS, but can’t pay the bill, we explain your options in this Question of the Week.
After a choppy session, stocks ended higher with the help of some positive news from the on again, off again U.S.-China trade talks. Stocks got a boost following a Reuters report that stated China is willing to compromise with certain points in the negotiation. One of which is the possibility of China addressing concerns over…
Whether you are filing taxes on your own or hiring a tax preparer, you’ll want to make sure you have all of your information organized to make the process of filing your taxes easier. We explain in this Question of the Week.
New worries about the global economy sent major indices lower on Wednesday with the Dow Jones Industrial Average experiencing a more than 300-point swing before closing down 0.13%. The S&P 500 Index and NASDAQ Composite closed lower as well losing 0.46% and 0.63% respectively. Treasury rates slipped once again with the 10-year yield dropping to…
As part of the recent tax reform, the Tax Cuts and Jobs Act of 2017, the deduction for home mortgage interest and property taxes has undergone substantial alterations. These changes will impact most homeowners who itemize their deductions each year. We explain in this week’s Tax Tip.
Major indices moved higher on Tuesday lead higher by Technology, Financials, and Energy stocks driving the S&P 500 to a 0.72% gain, while the Dow and NASDAQ gained 0.55% and 0.71% respectively. Energy stocks saw the biggest gains on the day as U.S. crude-oil futures rose 1.9% to $59.94 a barrel, a more than 30%…
With the cost of college continuing to increase year after year, for many families, financial aid can be the deciding factor in whether a child attends the college of his or her choice. We explain how you can compare financial aid packages in this week’s Financial Tip.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS®, and Shawna Theriault, CPA, CFP®, CDFA®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.