As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains why a liquidity-based approach with fixed-income investments is more effective than age-based allocation.
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the unique perspective Henssler has on bond investing, including how they fit into an overall portfolio and when you should be buying them.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial planning is both an art and a science. Don’t just rely on assumptions—consult a pro to tailor your plan to your unique goals and risk tolerance.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how to manage hefty retirement funds and minimize tax burdens with smart strategies like Roth conversions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees allowing them to generate tax-free income from their Roth IRA.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how retirement planning is more than just saving for a nest egg. He highlights common pitfalls that could derail your retirement dreams.
Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls many newly retired investors may encounter that could derail their retirement.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® looks at the world of active and passive investment strategies. Which approach suits your financial goals?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors who are new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other.
