Even though an investment policy statement may target a desired return on the portfolio, that does not mean the portfolio will necessarily achieve that return. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. Learn more in this Financial Tip.
Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.
Bil Lako, CFP® provides some advice on how important it is for both spouses to have passwords and access to financial documents should one be incapacitated.
You can borrow money for your children’s college education, but you cannot borrow money for your own retirement. We explain how to find balance in this Marietta Daily Journal Blog post.
Interest rates and bond prices have an inverse relationship. Consider this before you buy a 10-year bond. We explain in today’s Marietta Daily Journal.
In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you? Learn more in this Financial Tip.
Ben Crowe, CFP®, CFA, C.P.A. joins “Money Talks” to discuss how a couple can invest together despite different investment styles and risk tolerances.
You could spend as long tapping your nest egg as you’ve spent creating it, so your asset allocation strategy is important. Read more in this week’s Financial Tip.
Dr. Gene shares some special tax considerations and investment questions for you to consider as you approach a milestone birthday.
Is your money market FDIC insured? Depends on if it is a deposit account or mutual fund. We discuss in today’s Marietta Daily Journal. Read the Article