Can Your Personality Influence Your Portfolio? New Research Points to Yes
Unlocking the investor’s mind: how personality shapes wealth outcomes! Are you an adventurous risk-taker or a cautious planner? Find out more!
S&P 500’s 2023 Triumphs Against Odds, Anticipating Trends in 2024
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy.
In the News: Building Wealth and Security: Strategies for Self-Employed Retirement Success
As seen in the Marietta Daily Journal: The rise of self-employed and gig-economy workers has been remarkable post-pandemic! Bill Lako, CFP® explores proven strategies for self-employed individuals to build wealth and secure a prosperous retirement.
A New Year, A New Opportunity to Save with a 529 Plan
Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.
Understanding Life Insurance
Imagine safeguarding your family’s future even if the unexpected happens. That’s where life insurance steps in. Discover the basics of life insurance coverage—your key to ensuring a financial safety net for your loved ones.
In the News: The Retirement ‘Sweet Spot’: Benefits of Roth IRAs for New Retirees
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how new retirees may have low income taxes, which provides an opportunity to move tax-deferred retirement assets into a tax-free retirement account.
Embracing Your Next Chapter: A Guide for Retirees Returning to Work
Retirement on your horizon? Thinking of rejoining the workforce? Dive into our article for key financial insights tailored to your return journey! From tax implications to retirement account changes, we’ve got you covered.
Coming Soon – Business Beneficial Ownership Reporting
Starting 2024, reporting beneficial ownership is a must. Navigating the Corporate Transparency Act (CTA) is a huge game-changer in U.S. business regulations aimed at combatting money laundering, tax fraud, and terrorism financing.
The Retirement ‘Sweet Spot’: Benefits of Roth IRAs for New Retirees
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.
In the News: Seize the moment: Essential financial steps before year-end
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights some year-end financial moves you can make before you get sidetracked with holidays, parties, and gifts!