As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that despite all that has happened in the first quarter, a Ten Year Rule investment strategy should be favorable in the long run.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains when and how to apply for long-term care insurance benefits to help you and your family when a long-term care event happens
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the significance of the recent yield curve inversion and what investors should do.
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, provides three solid reasons you shouldn’t pay cash for your house regardless of how much profit you made selling in this market.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains the triple tax benefit investors can get by using a Health Savings Account—including reducing your taxable income today!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains fiduciary duty and which type of financial adviser is bound by it.
