You can accept risk when you have time, but what happens when time changes?

In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change. 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…

Creating a Philanthropic Legacy with an Income Stream for You

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can profit from your business, minimize your capital gains, and benefit a charity by creating a charitable trust. 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.…