What the Red-Hot Job Market Means for Workers
The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.
All Your Eggs in One Basket: Concentrated Stock Positions
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.
In the News: Fixed-income: preserve principal not maximize returns
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 for Income and Total Returns
Dividends can be a dependable source of income for retirees and others who want an income stream without selling their underlying investments.
Fixed-Income: Preserve Principal not Maximize Returns
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.
In the News: With high inflation and volatility, do annuities make sense?
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.
How Life Insurance Could Help Mitigate Taxes in Retirement
The possibility of having higher taxes in retirement shines a new light on the tax advantages of life insurance.
RMDs and IRA-to-Charity Distribution Provisions
Tax law requires individuals who have reached age 72 to begin taking minimum distributions from their traditional IRA accounts; however, the tax law also permits those 70½ and older to transfer funds from their IRAs to charities as Qualified Charitable Distributions (QCDs).
With High Inflation and Volatility, Do Annuities Make Sense?
Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS® are joined by Director of Insurance Planning Jim Crone, CFS®, CLU®, who explains how and where annuities work best and that there is nothing an insurance company can invest in that isn’t already available in the marketplace.
Financial Challenges of Marriage
In this “Money Talks Minute” Bil Lako, CFP®, explains how getting married brings many financial challenges, and how careful planning and communication are key since the financial decisions you make now can have a lasting impact on your future.