Indices closed in the red zone on Friday. The Dow posted its first weekly decline since June. J.C. Penney led the S&P 500’s descent. Brands rebounded somewhat from earlier low levels amid the emergence of bargain hunters.
The main purpose of life insurance is to create an estate to take care of your heirs if you should die. Therefore, we believe the time when your need for life insurance is at its greatest is when you are young with young children. As you grow older, your need for life insurance diminishes. This means you may not need the same level of asset protection as you did when you were young. We explain in this Insurance Tip.
Tuition payments to a qualified educational institution are exempt from the gift tax rules. This means that you, a grandparent, or anyone can gift a child $14,000 and also pay their college tuition. Learn more in this Tax Tip.
Risk-adjusted return is the measure of return per unit of risk. It is a backwards looking measurement. We do not believe you can judge a portfolio on risk-adjusted return alone. We explain in this Financial Tip.
Strategy isn’t just for saving. Bil Lako, CFP®, explains 529 plan withdrawal strategy in today’s Marietta Daily Journal. Read the Article.
Quickbooks’ tools can help you document received inventory and can help prevent you from recording the same items twice. Learn how in this Business Tip.
Thursday’s session ended in positive territory. Brands such as Tesla Motors and Groupon posted gains following the release of quarterly details for both companies that exceeded expectations.
Be sure your insurance agent or broker has enough experience to give you the proper guidance in choosing your coverage. Learn more in this Insurance Tip.
Indices ended in the red zone on Wednesday. Walt Disney led the Dow’s descent. Brands took a breather amid growing speculation the Federal Reserve will curtail bond purchases this year as the economy strengthens.
Congress included a tax credit in the health care law to help lower income individuals pay for their health insurance. Learn more in this Tax Tip.