What's the Difference Between a Direct and Indirect Rollover?
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Should an Investor’s Goal be to Beat the Market?
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
Purchasing Power and the Ten Year Rule
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article
Purchasing Power and the Ten Year Rule
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to address a listener’s concern that following our Ten Year Rule would cause one to lose principal in terms of purchasing power. They discuss how the Ten Year Rule works in periods of recession and inflation, giving examples of how our investment strategy works.
Fund Investing and Instant Diversification
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the main benefits of investing in mutual funds: diversification. Read the Article
Fund Investing and Instant Diversification
Managing Associate K.C. Smith, CFP® and Senior Associate, Jarrett McKenzie, CFP®, CWS® explore the situation of a couple who are directing their investments into mutual funds. The experts discuss the benefits of mutual fund diversification, the fees associated with owning shares and some issues to watch out for.
Investing with a Fixed-Income Focus
In today’s Marietta Daily Journal: When dipping into principal, take from the portion that is protected from market fluctuations. Read the Article
Investing With a Fixed-Income Focus
In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.
Tax Loss Harvesting: More than Just Selling the Losers
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article
Strategies in Tax Loss Harvesting
Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.