In the News: Volatility Can Provide a Planning Opportunity
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can use the market’s volatility to their advantage through tax loss selling and rebalancing.
Buying a Home
But buying a home can be stressful, especially when you’re buying one for the first time. Fortunately, knowing what to expect can make it a lot easier.
Three Ways to Help Simplify Your Finances
Over time, finances tend to get complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances may help free up more time to focus on your financial priorities.
In the News: Planning with a highly appreciated asset
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains some of your options when you are holding a highly appreciated asset in your portfolio.
The Inflation Experience Is Painful and Personal
Inflation is a sustained increase in prices that reduces the purchasing power of your money over time. According to the Consumer Price Index (CPI), inflation peaked at an annual rate of 9.1% in June 2022, the fastest pace since 1981, before ticking down to 7.7% in October.
Balancing Stocks and Bonds in One Fund
Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in constructing an investment portfolio. Balanced mutual funds attempt to follow a similar strategy, striving for a specific mix, such as 60% stocks and 40% bonds, within limits spelled out in the prospectus.
Converting to a Roth IRA
In this Money Talks Minute, Bil Lako, CFP®, explains why our down market could be an opportunity to convert a traditional IRA to a Roth IRA.
Planning with a Highly Appreciated Asset
Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.
In the News: Dollar-cost averaging when you have a lump sum
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why dollar-cost averaging is the better way to invest in the market—even if you have a lump sum of cash to invest.
Tax Benefits for Holiday Family Employment
Along with the holidays comes a lot of extra work for many family-run businesses, which may require putting the kids to work and having a spouse help out over the busy time.