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.
On the road to retirement, people often make several common mistakes that can hinder their financial security and overall retirement experience. Research Analyst Jacob Keen, CFA, Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch delve into some potential hazards investors may want to watch out for.
Bil Lako, CFP® explores the rise of robo-advisors and whether AI could reshape the financial planning industry. Discover why many investors still prefer the personal touch of a financial professional.
As seen in this week’s Marietta Daily Journal: Bil Lako, CFP®, discusses smart strategies to handle your RMDs, minimize taxes, and reinvest your retirement savings effectively. From gifting to Roth conversions, make your money work for you! Read the article in the Marietta Daily Journal. Disclosures: The investments referenced within this article may currently be…
Research Analyst Nick Antonucci, CVA, CEPA is joined by Senior Associate Michael Griffin, CFP®, and Associate Clay Norman, CFP®, to provide recommendations for a couple who don’t need the funds from their required minimum distributions to pay living expenses. They discuss charitable contributions, Roth conversions, and reinvestment options.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® explains that adding rental properties to your portfolio can boost cash flow and build wealth; however, some may want to consider REITs for liquidity. Make informed decisions to secure your financial future.
Research Analyst Jacob Keen, CFA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch discuss a couple who want to increase their investment in real estate in retirement, as they see their rental units providing a positive cash flow.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains the complexities of illiquid assets like fine art, real estate, and collectibles. These assets are tough to sell quickly without incurring losses and can lead to financial shortfalls in urgent situations.
Managing Associate D.J. Barker, CWS®, and Senior Associate Logan Daniel, CFP®, CRPC®, are joined by Research Analyst Nick Antonucci, CVA, CEPA, to explore a situation of an investor whose wealth is tied up in illiquid assets like real estate, fine art, or jewelry. They discuss how these assets may be hard to sell quickly if funds are needed and how to diversify to increase liquidity.
