In the News: Volatility Can Provide a Planning Opportunity
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can use the market’s volatility to their advantage through tax loss selling and rebalancing.
In the News: Planning with a highly appreciated asset
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains some of your options when you are holding a highly appreciated asset in your portfolio.
Planning with a Highly Appreciated Asset
Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.
In the News: Dollar-cost averaging when you have a lump sum
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why dollar-cost averaging is the better way to invest in the market—even if you have a lump sum of cash to invest.
Dollar-Cost Averaging When You Have a Lump Sum
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice to two investors with lump sums they want to invest; however, they have very different planning needs.
In the News: Leaving Your IRA to a Non-Spouse Beneficiary
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.
Leaving Your IRA to a Non-Spouse Beneficiary
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
In the News: What news moves the market? depends on who is doing the moving
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
In the News: If a recession is ahead, what positions will benefit portfolios?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.
In the News: Remote Workers May Face State Income Tax Conundrum
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some remote workers could be paying income tax in two states if their employer is in a different state.