In the News: Pieces of the college planning puzzle
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains its best to save early and often for your children’s education. He looks at some of the most popular ways to save.
Steps You Can Take to Grow Your Business to the Next Level
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.
Portability of Unused Estate Tax Exclusion
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.
Pieces of the College Planning Puzzle
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.
In the News: All Your Eggs in One Basket: Concentrated Stock Positions
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.
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.