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.
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.
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.
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.
With Many Tax Provisions Sunsetting in 2022, Planning Still Required
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Associate Peter Lynch to highlight the many provisions and tax credits that sunset at the end of 2021, as well as other areas that may require a mid-year check-in with your CPA.
401(k) Investing: Participation is Step One; Allocation is Step Two
While the Department of Labor and employers have made participating in your company’s 401(k) plan, as an investor, you’re still left with the daunting task of asset allocation.
Mid-Year: Evaluate Where You Are, but Don’t Lose Sight of the Future
Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.
History May Seem Rosy, but Future is Still Bright, Despite Volatility
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and a Financial Planner team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.
Inflation is Your Benchmark for Growing and Maintaining Your Wealth
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to look at how inflation affects retirement spending and investment allocation.
With Retirement Balances Down, a Roth Conversion May Make Sense
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for conversion.