Quiz: Can You Answer These Social Security Benefit Questions?
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more.
The Need for Life Insurance Is as Unique as Your Financial Plan
Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to talk about a common question for most investors, “How much life insurance should I have?” The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen.
Market Roundup: Benchmark Indices Markedly Advance for First Time in Weeks
Indices kicked off the week on a positive note Monday as Technology stocks led the advance on a variety of economic news. Strong quarterly earnings coupled with Friday’s positive employment report have boosted investor confidence in continuing economic growth. Markets closed mixed moves on Tuesday.
Stock Buybacks are Often a Vote of Confidence from Management
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains while we prefer to see companies invest in more innovation, research and development, and new product offerings, that stock buyback programs are not a bad thing.
Get Paid Faster Using QuickBooks
Almost every business wants to be paid as soon as possible. For business owners, QuickBooks has tools to help your customers pay easily and on time! Learn more in this QuickBooks Tip.
Should I invest my extra cash or use it to pay off debt?
When you have extra cash on hand, take a look at what your debt is costing you. You might find a use for that cash! We explain in our Question of the Week.
Tax Reform Adds New Perks to ABLE Accounts
The tax reform laws increased how much you can save to an ABLE account for individuals who are blind or disabled. We explain in this week’s Tax Tip.
Estate Planning: Bypassing Probate
Despite its reputation, there is little reason for most people to avoid probate. However, be aware that the average process takes six to nine months to complete. Learn more in this Financial Tip.
Market Update for May 2018
Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, review April’s market highlights and provide their insight for May, including why they’re watching inflation and interest rates closely.
Often Stock Buybacks are a Vote of Confidence from Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research Analysts, Nick Antonucci, CVA, and Jacob Keen to take a deeper look into why companies buy back their stock, and what share buybacks mean for both the investors and the company.