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Day: March 21, 2025

In the News: Hot trends or lasting value? The truth about thematic investing

As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that hype doesn’t equal success. From Japan stocks to the dot-com craze, history has many investment themes fizzle out. Instead of chasing the next big thing, focus on high-quality companies built to last.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

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4850 Tamiami Trail N. Suite 301
Naples, FL 34103

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