Should You Sell When the Market Drops?
In this latest episode of Planning Priorities, we take a closer look at what you should do during market volatility. Should you sell now and reinvest in stocks later when things calm down?
Optimal Financial Advice is Based on Open Communications
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to address a couple of investors who have been saving to the detriment of living. Their former adviser gave them pushback if they didn’t save everything for retirement. The financial advisers discuss the importance of understanding the lifestyle investors want to lead when developing a plan.
In the News: Making your retirement a priority even when times are tight
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how missing out on a small amount in your early saving years could make nearly a $100,000 difference in your retirement account.
Applying for a Mortgage
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. We cover some basic information to help guide you through the process.
Consequences of Filing as Married Filing Separate
The tax laws are carefully written to keep married taxpayers from filing separately to manipulate the tax laws to their benefit. We explore a list of the more commonly encountered tax disadvantages – some might call them tax penalties –when filing as MFS.
Making Your Retirement a Priority Even When Times are Tight
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to provide advice for an investor who stopped saving in 2022 because of the strain inflation put on his budget. They provide advice for getting his retirement savings back on track.
In the News: A financial adviser’s fiduciary responsibility when clients divorce
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when clients go through a divorce, an adviser can go from one client — the couple — to two individual clients who are looking out for themselves. Because of the adviser’s fiduciary duty, they cannot provide advice that would be a disservice to the other spouse.
January 2023 Market Minute
For the month of January, our Research Analysts are taking a close look at fourth quarter earnings, the Leading Economic Index, and Foreign Markets.
Debt Optimization Strategies
Go a little crazy with your spending during the holidays? If you have debt, it is crucial to understand the terms, interest rates, payment terms, prepayment, and penalties.
Looking Ahead to 2023 Taxes
With the holiday celebrations in the rear-view mirror and the New Year underway, now is the time to take a look at the changes this year that will impact your 2023 tax return.