Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how to protect loved ones from financial strain should the primary bill-paying spouse pass away.
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that playing it too safe with cash puts long-term financial security at risk. He explores the hidden risks of holding too much cash and how to strike the right balance.
Research Analyst Jacob Keen, CFA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Jacob Pritchard, CFP®, in a discussion about investors who have nearly 70% of their portfolio in money markets and other cash equivalents. They discuss locking in returns with bonds and how we would apply the Ten Year Rule to their situation.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Molly Remeika, CFP®, discuss making informed decisions about what, when, and how much to sell from your portfolio, including key strategies for maximizing income, managing risk, and avoiding tax pitfalls.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains key financial concepts that are often overlooked—like why a 33% loss requires a 50% gain to break even, the importance of paying down debt, and the risks of buying investments you don’t fully understand.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that the basics of finance aren’t second nature to everyone. Inflation, reinvesting dividends, and other “common sense” principles are key to sound financial decisions—but they can be easily overlooked.
Research Analyst Jacob Keen, CFA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins, EA, to explain some common-sense financial lessons, simple principles that every investor should know but often overlook, especially during times of market volatility or excitement.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that retirement isn’t just about saving; it’s about having a clear strategy that covers spending, investments, and potential risks.
