In the News: Keeping politics out of your portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio.
One way business owners can reward key employees is by offering a nonqualified executive bonus plan. Read all about it in this week’s Business Tip.
Paying PMI on your mortgage? Good news is it won’t last forever. We explain in this week’s Insurance Tip.
If you’re headed back to college this fall, be sure to learn about the tax breaks that can help defray the cost. Learn more in this week’s Tax Tip.
If you’re the beneficiary of an IRA, you need to be aware of the special rules concerning RMDs. We explain in this week’s Financial Tip.
Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP® join “Money Talks” to discuss whether investors should alter their portfolios given the upcoming presidential election.
The markets kicked off the week closing well into the green zone on Monday. Many stocks rebounded from Friday’s downswing on Federal Reserve comments. In a speech on Monday in Chicago, Fed Governor Lael Brainard cautioned prudence in raising interest rates. Indices closed lower on Tuesday with Energy stocks retreating amid a drop in crude oil. West Texas Intermediate crude dipped 3% to settle at $44.90 a barrel. Additionally, the International Energy Agency reduced its demand estimates by 100,000 barrels a day for this year and by 200,000 daily barrels in 2017. The trading session closed with mixed moves on Wednesday, as the Dow Jones Industrial Average and S&P 500 shed some points while the NASDAQ added slight gains. West Texas Intermediate crude oil fell by 2.9% to settle at $43.58 a barrel. On Thursday, volatility returned to stocks after a relatively flat summer, after spending 43 trading days without a 1% move. Thursday’s 1% gain for the S&P 500 marked the fourth session out of five in which the index swung 1% or more. Financial and energy companies dragged down U.S. stocks on Friday with the three major indices falling. For the week all three indices posted weekly gains with the NASDAQ experiencing its biggest weekly jump since July.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains you can delay paying taxes but you can’t avoid them altogether. Read the Article
Accounting mistakes can trip up the best business owner. Learn the top four mistakes and how to avoid them in this week’s Business Tip.
It’s possible to trigger an unexpected taxable event when dealing with annuities. We explain in this week’s Insurance Tip.