Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how nothing should be considered a set-and-forget investment — especially a 401(k). Read the article.
At some point in your life, you may become incompetent; that is, lacking the mental capacity to make or communicate responsible health-care decisions for yourself. Without directions to the contrary, medical professionals are generally compelled to make every effort to save and sustain your life. Depending on your attitude toward various medical treatments and your…
Principal Jennifer J. Thomas, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, lead a discussion on how 401(k) allocations can get “out of whack” even if you’ve been following your adviser’s recommendations.
Managing Associate Shawna L. Theriault, CFP®, C.P.A., and Principal Bil Lako, CFP®, explore a listener’s decision whether to rent or buy a house with the profit from the sale of the family home after a divorce. They take a closer look at the tax advantages and lifestyle choices that come with home ownership.
Thinking of tapping the equity in your home to pay for your child’s tuition? Know the facts first! We explain in this week’s Financial Tip.