In the News: Essential Lessons: From Boomerang Kids to Financial Freedom
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains two fundamental financial lessons to help young adults reach financial independence.
Essential Lessons: From Boomerang Kids to Financial Freedom
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, are joined by Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for a couple of listeners who need help motivating their college grad to pay attention to his financial future and work toward independence.
In the News: From joint ownership to installment sale: How an investor overcame tax hurdles
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares how an installment sale was able to help an investor spread out the capital gains on the sale of a highly appreciated property.
From Joint Ownership to Installment Sale: How an Investor Overcame Tax Hurdles
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate D.J. Barker, CWS®, to discuss an investor who wants to sell her late mother’s house in an installment sale to control capital gains. The experts look at the benefits of such an arrangement and how this would affect her financial plan.
In the News: Market reactions and investor perspectives amid the debt ceiling debate
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the recent happenings and reactions in the stock market and how investors should proceed.
Market Reactions and Investor Perspectives Amid the Debt Ceiling Debate
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research team, Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to take a deeper look at our economy and market.
In the News: The changing landscape of Financial Aid: What students and parents need to know
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how more income will be shielded from the eligibility formula when calculating federal student aid.
The Changing Landscape of Financial Aid: What Students and Parents Need to Know
Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover some of the upcoming changes parents and students can expect to see on the Free Application for Federal Student Aid this fall when they apply for the 2024-2025 school year.
In the News: Unlocking the charitable potential of an unexpected windfall
As seen in the Marietta Daily Journal, Bil Lako, CFP®, shares some better options than just writing a check when donating a significant amount to charity.
Financial Planning and Giving: Unlocking the Potential of an Unexpected Windfall
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy.