Market performance and portfolio construction

In today’s Marietta Daily Journal: How does one account for market return when building a portfolio? Bil Lako, CFP® says ask yourself, “What is your overall tolerance for risk?” and then build the portfolio from there. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on…

Taking Social Security Benefits and Preserving More of Your Portfolio

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how delaying Social Security benefits often isn’t the best strategy if you are withdrawing from your retirement accounts to cover spending. 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…