Case Study: Planning Becomes a Priority 10 Years Prior to Retirement

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Melanie Wells, CFP®, to discuss the planning priorities for a couple who have been do-it-yourself planners, and are now 10 years away from retirement. The planners cover what the investors should look at and some of the more common issues pre-retirees should address.

Early Retirement Withdrawals have More Drawbacks than Benefits

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that while you can borrow from your retirement accounts for a first-home purchase, it’s not the best idea. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments…

Concentration Risk Makes the S&P 500 Not the Best Benchmark

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you probably shouldn’t compare your portfolio’s performance to the S&P 500 Index. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…

Case Study: Concentration Risk Makes The S&P 500 Not the Best Benchmark

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S&P 500 index as a benchmark, the problems with chasing returns and portfolio risk.