Relief for Certain RMDs from Inherited Retirement Accounts for 2024
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
Is Tip Fatigue Wearing You Out?
Are you feeling the ‘tip creep’? Learn about the evolving tipping culture and how to navigate the new norms. From digital prompts to inflation impacts, find out why tipping expectations are on the rise.
The Road to Retirement: Pitfalls to Avoid on Your Financial Journey
Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls many newly retired investors may encounter that could derail their retirement.
In the News: Building your optimal portfolio: The role of active and passive management
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® looks at the world of active and passive investment strategies. Which approach suits your financial goals?
Payroll Management: A Complete Guide for SMBs
Struggling with payroll taxes? Our guide will help you navigate the complexities of tax compliance and avoid the pitfalls that can lead to IRS trouble. Stay informed and protect your business!
Installment Sale – A Useful Tool to Minimize Taxes
Thinking of selling a property you’ve owned for a while? Learn how an installment sale could help you manage capital gains taxes and the 3.8% surtax on net investment income.
Building Your Optimal Portfolio: The Role of Active and Passive Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors who are new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other.
May 2024 Market Minute
Our Research Analysts are keeping a close eye on the commodities market, the 10-year Treasury and tensions with China for the month of May.
In the News: Interest rates stand still: A look at the factors holding back cuts in 2024
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our sticky inflation and what that may mean for Fed interest rate cuts.
New SAVE Repayment Plan Offers Key Benefits
The Department of Education’s new SAVE Plan is revolutionizing federal student loan repayment! Enjoy lower payments, full interest subsidies, and more with this generous income-driven plan.