Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.
During a divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. We explain in this week’s Marietta Daily Journal. Read the Article
Our experts discuss the fiduciary responsibility a financial adviser has when clients are going through a divorce.
Financially speaking, you and your grandchildren have more in common than you think. We explain in this week’s Financial Tip.
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.