In today’s Marietta Daily Journal: Investors who rely on industry standards miss out on advice tailored to their circumstances. Read the Article
Jennifer Thomas, CFP® and Bil Lako, CFP® discuss a case study of a couple who have always done their own financial planning. The experts take a closer look at the generalized advice they’ve followed and how it may not work for them.
Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP® join “Money Talks” to discuss whether investors should alter their portfolios given the upcoming presidential election.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article
Think the markets are crazy? First understand investor behavior can be influenced by emotions such as greed and fear. We explain in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Our experts discuss the theory of “simplification rarely makes for bad advice” when it comes to your finances in retirement.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the how and why of your investments with your expenses 10 years prior. Read the Article
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.
Want to save a million dollars for retirement? It’s possible with time. Learn how in this week’s Financial Tip.
