Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
The S&P 500 and NASDAQ Composite inched to fresh highs Monday, lifted by gains in technology and energy shares. Energy firms were the best-performing sector in the S&P 500, adding 0.7% as oil prices climbed. Declines in industrial-metals prices weighed on materials producers, limiting gains.
For the week beginning May 15, 2017, Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss earnings, housing starts, industrial production and mortgage applications.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Bags Packed? Before you head out, you need to know how your health insurance works out of state or out of country. Learn more in this week’s Insurance Tip.
Uber’s 1099-Ks reflect the total amount charged—not what the driver pockets, creating tax reporting issues. We explain in this week’s Business Tip.
It’s not just for kids! You too can use the American Opportunity Tax Credit and the Lifetime Learning Credit. Learn how in this week’s Tax Tip.
If you’re in the 35% of workers who still have a pension, think carefully before accepting a lump sum payout. We explain in this week’s Financial Tip.
Led by Director of Research, Troy Harmon, CFA, CVA, the Henssler Research Analysts, Nick Antonucci, CVA, and Jacob Keen discuss alternative investments and whether or not they are appropriate for average investors.
A climb in technology shares buoyed U.S. stocks, boosting the Nasdaq Composite to a fresh record on Monday. The gains lifted Apple, Google-parent Alphabet, Microsoft, Amazon.com and Facebook to records, the first time those companies—the five largest by market capitalization—all reached highs on the same day.