Viewing Retirement Assets as a Combined Nest Egg
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
In the News: A Slowdown Presents an Opportunity to Buy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains that while the markets are down, it is more important to look long-term.
A Slowdown Presents an Opportunity to Buy
Our experts discuss 2016’s turbulent start and what active investors should be looking for in the market today.
Emotions Can Influence Our Investment Habits
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the financial realities behind some emotional money decisions. Read the Article
Emotions can Influence our Investment Habits
Our experts explore a listener’s dilemma on timing his 401(k) contributions and whether he should pay off his mortgage before retirement, discussing the decisions from both a financial and emotional standpoint.
In the News: Working Fixed Income into Your Investment Strategy
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how fixed-income investments work with your investment strategy.
Social Security and the Ten Year Rule Investment Strategy
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
Understanding Risk in Your Plans and Investments
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why your portfolio should match your willingness and ability to take risks. Read the Article
Understanding Risk and Your Investments
Our experts discuss risk and the jargon that comes with investing.
Asset Allocation Often Depends on How Long You Can Afford to Stay Invested
In today’s Marietta Daily Journal, Bil Lako, CFP®, discusses the relationship between time horizon and asset allocation. Read the Article