In the News: Managing portfolio risk with financial planning in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.
Managing Portfolio Risk with Financial Planning in Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than during your saving years.
In the News: Trusted persons to help with financial responsibilities as you age
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.
Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Home prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.
Trusted Persons to Help with Financial Responsibilities as You Age
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
In the News: What comes next for the markets?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.
Growing Retirement Funds Tax Free with a Mega Backdoor Roth IRA
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.
In the News: Monthly payments from the IRS—Advance child tax credit
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
Monthly Payments From the IRS: Advance Child Tax Credit
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Tax Consultant Jessie Thomas, CPA, of Henssler CPAs & Advisers, and fellow Research Analyst Jacob Keen, CFA. Jessie shares some insight into the Advance Child Tax Credit and how taxpayers who had a child in 2021 can receive their credit.
In the News: Stock market and economy not as disconnected as they seem
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you might be seeing a disconnect between a rallying stock market and a struggling economy.