Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP®, CEPA, to guide a couple of investors with differing opinions on how much they should rely on Social Security in their financial plan.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.
Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies, and waiting periods before benefits begin.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments.
Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and a Financial Planner to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan.
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
Chief Investment Officer Troy Harmon is joined by Justin Wagner, AIF® Client Relationship Manager – Retirement Services, and Giuliana Barbagelata, CFP®, Senior Financial Planner, to discuss a case study on managing your 401(k)s when you change jobs.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. They discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir.
Chief Investment Officer Troy Harmon is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Peter Lynch to discuss the situation of a retired senior who is considering suspending his Social Security benefits and returning to work. K.C. highlights all the variables that go into making this decision including considering anyone receiving benefits based on his earnings record.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner discuss how investors need to plan for required minimum distributions to minimize the tax implications and income related adjustments to Medicare.
