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.
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.
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.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article