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.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our sticky inflation and what that may mean for Fed interest rate cuts.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP®, to highlight some of the financial questions and moves investors often have after tax season.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, details how marriage changes more than just your relationship status. From shared expenses to retirement planning, learn how to navigate the financial impact of marriage in his latest article.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
Bil Lako, CFP®, explains that if you’re not supplementing your retirement withdrawals with your Social Security benefits, that means you will need to have a larger portion of your portfolio in a conservative investment to cover your spending needs.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. Deciding when to draw your Social Security benefits should not be made in the vacuum of which option provides the greater cumulative benefit.
