Tips for Safe Online Shopping
The increase in popularity of online shopping means that cyber criminals and online scams are more prevalent than ever before.
Dollar-Cost Averaging When You Have a Lump Sum
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice to two investors with lump sums they want to invest; however, they have very different planning needs.
December 2022 Market Minute
For the month of December, our Research Analysts are keeping an eye on the U.S. employment situation, China’s citizens’ protest over their country’s Zero Covid policy, and the flattening of the yield curve.
In the News: Leaving Your IRA to a Non-Spouse Beneficiary
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.
Steps Your Business Can Take to Survive a Recession
There is a 96% chance that the United States will experience some form of economic recession within the next 12 months. If you want to make sure that you’re as prepared as you can be for whatever the economy happens to throw at you, we cover three important things to keep in mind.
Leaving Your IRA to a Non-Spouse Beneficiary
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
In the News: What news moves the market? depends on who is doing the moving
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
5 QuickBooks Online Tasks You Should Do Before January 1
Small-Business Owners: It’s probably your busiest month of the year. But there are things you can do to make your return from the holidays less stressful.
A 529 Plan Can Help Jump-Start Your College Fund
Building a college fund, even a small one, can help families feel more in control and less stressed during the college research and admission process. Think of a college fund as a down payment.
In the News: If a recession is ahead, what positions will benefit portfolios?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.