Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units.
In this “Money Talks Minute,” K.C. Smith, CFP®, CEPA, provides a list of experts that you may need to consult when selling your business.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.
Family businesses often fail just the same as others do. If you truly want to make sure that yours gets off on the right foot, we provide a few key things to keep in mind.
Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions.
If you could not complete your 2020 tax return by May 17 and are now on extension, that extension expires on October 15, 2021.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than during your saving years.
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and equity when it comes to raising money for your small business.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.
For small businesses, a Chapter 11 bankruptcy to restructure took time and was cost-prohibitive. With the expansion Subchapter V and the higher debt limit extended to March 27, 2022, small businesses have a lifeline!