Outlining Your Investment Philosophy in your Investment Policy Statement
Our experts delve into a case study of a couple who are dissatisfied with their current investment policy statement and asset allocation.
Adjusting Your Financial Priorities Once You Are Single Again
Our experts discuss a case study centered on a newly divorced mother who now needs to re-evaluate her financial priorities now that she is a single-income family.
Market Corrections and Selling During the Downswing
After a volatile week of trading in the markets, the “Money Talks” experts discuss whether the current market action is merely a market correction or a sign of something more to come. They also discuss why investors want to sell in these conditions.
Financial Mistakes People Make at Different Ages
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
Investing Through the Next Market Correction
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why timing the market is nearly impossible. Read the Article
Retire Early and Invest Reduced Benefits
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
Robo-advisers Do Not Account for Variables Affecting Your Future
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
Would You Trust A Robot With Your Money?
Our experts explore a case study of a do-it-your-self investor who is approaching retirement and is considering switching to a robo-advisor to manage his money.
Selecting a Financial Professional: Brokers and Advisers
Our experts take a look at a case study of a professional who desires help with her investments and needs to decide on the type of financial professional she want to work with.
A Decrease in Income Creates an Opportunity for a Roth Conversion
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.