Case Study: The Need for Life Insurance Is as Unique as Your Financial Plan

Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to talk about a common question for most investors, “How much life insurance should I have?” The planners’ conversation covers how life insurance protects the financial plan and can help ensure goals are met even if something unfortunate should happen.

Stock Buybacks are Often a Vote of Confidence from Management

In todya’s Marietta Daily Journal, Bil Lako, CFP®, explains while we prefer to see companies invest in more innovation, research and development, and new product offerings, that stock buyback programs are not a bad thing. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on…

Sometimes a yield curve is just a snapshot of rates at a given time

Bil Lako, CFP®, explains how one leading economic indicator doesn’t always mean the economy is doomed. Read more in today’s Marietta Daily Journal. 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…