Breaking real estate out of the Financials sector acknowledges that the industry’s business models and ties to underlying property markets produce a distinctive risk-return profile, including a relatively low correlation to the rest of the stock market. Learn more in this week’s Financial Tip.
Following Generalized Investment Guidelines Means Missing Out on Tailoring Decisions to Your Circumstances
In today’s Marietta Daily Journal: Investors who rely on industry standards miss out on advice tailored to their circumstances. Read the Article
Companies report earnings every quarter. Learn how to interpret the reported news in this week’s Financial Tip.
Case Study: Following Generalized Investment Guidelines Means Missing out on Tailoring Decisions to Your Circumstances
Jennifer Thomas, CFP® and Bil Lako, CFP® discuss a case study of a couple who have always done their own financial planning. The experts take a closer look at the generalized advice they’ve followed and how it may not work for them.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio. Read the Article.
If you’re the beneficiary of an IRA, you need to be aware of the special rules concerning RMDs. We explain in this week’s Financial Tip.
Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP® join “Money Talks” to discuss whether investors should alter their portfolios given the upcoming presidential election.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains you can delay paying taxes but you can’t avoid them altogether. Read the Article
If your grandchild worked over the summer, consider funding an IRA for them. Read all about it in this week’s Financial Tip.
Senior Associate Jarrett McKenzie, CFP®, CWS®, takes a deeper look at an investor’s situation, as he wants to avoid taking his required minimum distributions from his 401(k) once he turns age 70 ½.