Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CWS®, discuss a retired investor who wants to generate rental income by renting multiple homes. They examine issues with becoming a landlord and some of the financial aspects he should consider.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when interest rates increase, the value of current bonds decreases, and how that contributed to Silicon Valley Bank’s trouble.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP® discuss the week’s major news, including the Silicon Valley Bank and Signature bank failures, the contagion effect on the banking industry, and what this means for investors with accounts at Schwab.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, asks investors, “If you liked the investment before and nothing has changed except the price decline, why wouldn’t you jump at the chance to buy more at a lower cost?”
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the situation of a couple of investors who want to sell the dogs out of their portfolio and stick with the stocks that have been doing well.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the rules surrounding required minimum distributions have changed recently.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to address the three significant ways the SECURE Acts have affected required minimum distributions.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that even if you were auto enrolled in your 401(k), It is still your responsibility to increase your contributions, select appropriate and diversified investments, and take advantage of Roth options if available.
Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a couple should consider a Roth conversion on a year-to-year basis as there are many moving parts to this financial move.
