As seen in the Marietta Daily Journal, Bil Lako, CFP®, asks investors, “If you liked the investment before and nothing has changed except the price decline, why wouldn’t you jump at the chance to buy more at a lower cost?”
Did you receive a special payment from your state in 2022? Do you know if you’ll be taxed on that payment? The IRS has determined the federal income tax status, and we have the details.
If you qualify, you can make a deductible IRA contribution for 2022 up until the tax filing deadline on April 18, 2023. If you are someone age 50 or older, don’t forget you qualify to make a catch-up contribution.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well.
In March, our Research Analysts are watching the terminal rate for the Fed Funds rate, the home prices and interest rates for the housing market, and the tightness of the labor market.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the rules surrounding required minimum distributions have changed recently.
Treasury Secretary Janet Yellen projects the latest debt ceiling extension will last until early June; however, the Congressional Budget Office cautions that if April tax revenues fall short of its projections, the Treasury could run out of funds earlier.
As a grandparent, you can teach your grandchildren financial responsibility while securing their financial future. We provide some tips so you can avoid any harsh tax consequences.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to address the three significant ways the SECURE Acts have affected required minimum distributions.
If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.