For small business owners, growing a business is a fine balance. Growing too quickly can significantly damage the trajectory you’ve set, while grow too slowly can let your competitors pass you.
Married taxpayers have a special benefit that allows a surviving spouse to make what is called a portability election, allowing the surviving spouse to add the deceased spouse’s unused estate tax exclusion to their own.
Senior Associate, Melanie Wells, CFP®, joins Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.
The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that 9.1% inflation is not normal nor will it likely be like this long term, and it will ultimately benefit companies’ revenue streams. Therefore, stocks are one of the best hedges against inflation.
Dividends can be a dependable source of income for retirees and others who want an income stream without selling their underlying investments.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to explore a fixed-income strategy given the high inflation and rising interest rate environment.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while annuities are gaining traction as interest rates continue to rise, insurers do not have access to anything different than what is readily available in the market for all investors.