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.
With age comes wisdom, except when it comes to money. We explain pitfalls at every age in this week’s Financial Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why timing the market is nearly impossible. Read the Article
Our experts discuss a case study of an individual who is considering retiring early and investing her reduced retirement benefit.
We explain why investing should be secondary to a financial plan in today’s Marietta Daily Journal. Read the Article
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.
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.
Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.
Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.
Our experts discuss a case study of an investor who is seven to 10 years from retirement and has followed conventional wisdom and put the equivalent percentage to his age in fixed-income investments.
