In the News: Exploring the exceptions: Early IRA withdrawals without penalty
As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the exceptions to early withdrawals from your IRA if you are younger than age 59 ½.
In the News: Caught in the middle: navigating the challenges of the sandwich generation
As seen in the Marietta Daily Journal , Bil Lako, CFP®, explains that the Sandwich Generation—individuals sandwiched between the responsibilities for their children and their parents—could experience significant financial consequences, both out-of-pocket costs and long-term retirement security.
Caught in the Middle: Navigating the Challenges of the Sandwich Generation
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, along with Associate Clay Norman, CFP®, to provide advice to an investor who is stuck in the middle of caring for her parents’ finances and supporting her children. They discuss what she needs to do to ensure her own financial house is in order.
In the News: Be aware of the pros and cons of owning rental properties
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while rental profits are considered passive income, being a landlord is not a passive activity; it is a job.
Be Aware of the Pros and Cons of Owning Rental Properties
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.
In the News: Lessons learned from Silicon Valley Bank
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.
Lessons Learned from Silicon Valley Bank
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.
In the News: What have you done for me lately?
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?”
What Have You Done for Me Lately?
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.
In the News: Three ways the SECURE Acts significantly changed required minimum distributions
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the rules surrounding required minimum distributions have changed recently.