Correlation and Portfolio Performance
The various types of investments perform differently, depending on market conditions. Asset allocation is key! Learn more in this week’s Financial Tip.
Three Smart Moves for Young Adults
The financial advice your dad gave you more than 20 years ago is still applicable to 20-year-olds today. Read more in this week’s Financial Tip.
Case Study: Tax Advantages When Paying for a Higher Education
Our experts discuss a case study of a family looking to make the most out of their 529 Plan assets and the available tax breaks for higher education.
Five Ways to Manage Risk in Your Retirement Savings Plan
Deciding to participate in your 401(k) is easy, but you still have to make it work for you. Start by managing risk. Learn all about it in this week’s Financial Tip.
Case Study: Non-Cash Compensation Plans
Our experts discuss the options a small, family-owned business has when offering stock options as an incentive to employees.
Using Trusts to Pass Inheritance to Minor Children
In today’s Marietta Daily Journal: When selecting a minor as your beneficiary, it is wise to consider placing the assets in a trust. Read the Article
New Trustees Reports Show Continuing Financial Challenges for Social Security and Medicare
The latest trustee report on Social Security and Medicare shows both programs face financial challenges. Read more in this week’s Financial Tip.
Case Study: Using Trusts to Pass an Inheritance to Minor Children
Our experts discuss a case study where the use of a trust would have solved the problem of a child inheriting property and assets.
Don’t Let Your Retirement Savings Goal Get You Down
If your savings goal seems daunting, try focusing more on the details that help refine your plan. We explain in this week’s Financial Plan.
Don't Let Your Retirement Savings Goal Get You Down
If your savings goal seems daunting, try focusing more on the details that help refine your plan. We explain in this week’s Financial Plan.