In the News: Ownership over odds: Why investing isn’t a wager
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains betting on a game and investing in a business aren’t the same thing— and confusing the two can be costly. Ownership, discipline, and time are what separate long-term investing.
In the News: Navigating student loan repayment as federal programs shift
As seen in this week’s Marietta Daily Journal: Student loan repayment just got more complicated—and more important to understand. Bil Lako, CFP®, explains new repayment options like RAP, and revised Standard Repayment terms, borrowers could be paying more than they need to if they don’t stay informed.
In the News: The illusion of predicting market moves: Lessons from 2025
Markets jumped and predictions flew after the election—but were they signals or just noise? In the Marietta Daily Journal, Bill Lako, CFP®, looks at how these bets played out and why market timing is harder than it sounds.
In the News: Consider capital gains harvesting—not just tax-loss selling
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how resetting cost basis and using the 0% capital gains bracket can strengthen your portfolio heading into the new year.
In the News: The market doesn’t tell the whole story—here’s why
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains why your portfolio may show something different than “what’s going on in the market.” Get the breakdown on how the major market indices really work—and why they don’t tell the whole story.
In the News: The smart self-employed person’s guide to year-end planning
As seen in the Marietta Daily Journal: Bil Lako, CFP® offers advice to gig worker or solo business owner: Don’t leave money on the table. From home office rules to retirement savings powerhouses like the Solo 401(k), he breaks down the smartest year-end moves for your single-member LLC.
In the News: Your savings priority list: What to fund first—and why it matters
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains if every dollar is going into one type of account, you could be limiting your options later—especially when it comes to taxes and early withdrawals. He explains a general savings sequence for retirement savings.
In the News: The real cost of holding on: Taxes vs. life goals
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how holding on to a home—or any investment—just to avoid taxes sometimes just isn’t worth it. Learn why your long-term goals can outweigh avoiding capital gains, even if it means paying a tax bill.
In the News: Your will, your way: Prevent family inheritance feuds
Picture this: The lawyer reads your Will… and suddenly the family fights over your prized possessions. In this week’s Marietta Daily Journal, Bil Lako, CFP® explains how to avoid turning your estate into a battlefield.
In the News: Europe in your portfolio: Trends, risks, and opportunities
As seen in the Marietta Daily Journal, Bil Lako, CFP®, answers “Should you chase European stocks in 2026?” Before making any moves, see why valuations, market trends, and the U.S. tech giants matter—and how a diversified strategy can protect your portfolio.