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.

Any Tax Advantages of Homeownership? It Depends

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that despite sweeping tax reform, there are still tax advantages to homeownership. 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…