Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.
Case Study: Protecting Your Identity After a Security Breach
With the Equifax data breach still dominating headlines, hosts Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, take a look at protecting your information, and what to do if you discover your data has been compromised.
Question of the Week: Marrying Someone with Bad Credit
Henssler Associate, Melanie Wells, CFP®, explains how to tackle the issue if your future spouse has bad credit. hensslervideo_personal_finance
From Data Breaches to Ransomware: How to Avoid Becoming the Victim of a Cybercrime
Last year U.S. data breaches increased 40%. Learn how to lessen your chances of being a victim of cybercrime in this week’s Financial Tip.
Case Study: Life Insurance Needs Change Throughout your Lifetime
This week, Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, are joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, who brings a conversation about life insurance and how your needs may change from being single with group coverage through your employer to needing more because of personal responsibilities such as a family and a home.
Develop a Permanent Legacy with a Private Family Foundation
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families. Read the Article
For Women, a Pay Gap Could Lead to a Retirement Gap
The gender pay gap, coupled with other factors, can lead to a shortfall in retirement savings for women. We explain in this week’s Financial Tip.
Case Study: Developing Permanent Legacy with a Private Family Foundation
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
Case for Dollar Cost Averaging: Great Recession
In today’s Marietta Daily Journal: Bil Lako, CFP® explains how dollar cost averaging would have worked during the Great Recession. Read the Article
Five Common Financial Aid Myths
Financial aid is confusing—you got that right! But don’t be misled by these five misconceptions. Read all about it in this week’s Financial Tip.