Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.
The U.S. markets posted slight gains on Monday ahead of the Trump-Kim summit in Singapore. On Tuesday, the Federal Reserve kicked off its two-day meeting on monetary policy. Indices closed mixed with the Dow ending fractionally in the red while the S&P 500 and NASDAQ Composite stepped up.
How do you determine if the world of self-employment is a pipe dream or an idea worth pursuing? We list out some advantages and disadvantages in this week’s Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that money is worth more today than an identical amount in the future because of its potential earning capacity. This is how you balance saving for retirement while you still have debt to pay off. Read the Article This article is for demonstrative and academic purposes and…
Stressed out about your student loans? Take a look at the several income-driven repayment plans offered by the federal government. We explain in this Question of the Week.
Despite your Social Security benefit coming from a tax on your earnings, once you’re receiving benefits, you may have to pay tax on them! We explain in this week’s Tax Tip.
Confidence in retirement savings is up in 2018, but health care costs and Social Security still remain a concern. Learn more in this week’s Financial Tip.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common situation for young investors: Finding the balance between saving for retirement and paying down debt like student loans.
Indices closed well into the green zone on Monday that pushed the NASDAQ up to a new record level. Stocks likely advanced in the wake of stronger-than-expected payroll additions for May. Indices closed with mixed moves on Tuesday, with the Dow shedding some points and both the the S&P 500 and Nasdaq gaining.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss the divergence between growth and value stocks in the market. The Analysts also take a look at how Italy’s debt crisis is affecting the U.S. bond market, and the potential for an upcoming rate hike from the Fed.