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.
In the News: When emergency strikes, should you tap into your 401(k)?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that when the situation is dire, a 401(k) loan may be the better option vs. a hardship withdrawal.
When Emergency Strikes, Should You Tap into Your 401(k)?
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Client Relationship Manager—Retirement Services, Justin Wagner, AIF®, and Associate Peter Lynch discuss the situation of an investor who wants to borrow from his 401(k) for an emergency.
In the News: Maximizing your cash reserves with money market funds
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how you could place your cash reserves in a high-yield savings account, but you may be able to get a higher interest rate in a money market mutual fund through your brokerage firm.
Understanding FDIC Insurance Limits: How to Keep Your Deposits Safe
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Giuliana Barbagelata, CFP® team up to discuss an investor whose deposits have well-exceeded the FDIC insurance limit at his bank. They offer solutions to protect his liquid assets.