FIRE Movement: The Path to Early Retirement or a Frugal Trap?
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, debated the Financial Independence, Retire Early movement, a lifestyle approach focused on aggressive saving, investing, and frugality to achieve financial independence and retire significantly earlier than traditional retirement age.
In the News: More than money: The emotional journey of retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that retirement isn’t just about saving enough money or choosing the right investments—it’s about redefining your purpose and navigating life’s new dynamics.
More Than Money: The Emotional Journey of Retirement
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to talk about how they frequently find themselves stepping into the role of a mediator or “marriage counselor” when helping couples navigate emotionally charged financial topics like retirement.
In the News: Your spending dictates your retirement, not a magic number
In this week’s Marietta Daily Journal: Bil Lako, CFP®, explores why a one-size-fits-all approach to retirement doesn’t work. Your retirement plan should be as unique as your lifestyle.
Your Spending Dictates Your Retirement, not a Magic Number
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Michael Griffin, CFP®, to discuss the “magic retirement number,” and why spending makes it different for each investor.
In the News: Understanding the role of alternatives in today’s investment landscape
As seen in the Marietta Daily Journal: Bil Lako, CFP®, shares insights on how non-traditional investments can diversify your portfolio and mitigate risk in uncertain markets.
Understanding the Role of Alternatives in Today’s Investment Landscape
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments.
In the News: Year-end portfolio moves: Rebalancing strategies to stay on track
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that as the year comes to a close, it’s the perfect opportunity to review your portfolio. Rebalancing ensures your portfolio stays on track, even after a year of market ups and downs.
In the News: Retirement literacy gap: Why planning is more important than ever
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes a look at Retirement Literacy. With an average score of just 31% out of 100 on topics like inflation, Social Security, and investments, it’s clear that planning for retirement isn’t as simple as it seems.
Retirement Literacy Gap: Why Planning Is More Important Than Ever
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge.