Investing in Real Estate in Retirement
Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.
Would You Trust a Robot to Manage Your Money?
Robo-advisors are a new trend for investing. Bil Lako, CFP®, explains the good, bad and ugly in today’s Marietta Daily Journal. Read the Article
All About IPOs
The offering price of an IPO may be very different from the price at which the stock trades on its first day. We explain in this week’s Financial Tip.
Net Unrealized Appreciation Tax Breaks on your Company Stock
Generally, you never want to take a cash distribution from your 401(k), unless you have highly appreciated company stock.
Why Should I Avoid Mutual Funds in December?
The hosts of “Money Talks” discuss the economics of both spouses working once they have had children. The experts also talk about some of the tradeoffs a stay-at-home parent should consider and some options for keeping your skill set while raising a family.
Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
Over the past few decades, a field has emerged that examines how human psychological factors influence economic and financial decisions. Understanding these biases may help you avoid questionable calls in the heat of the financial moment.
Why You Need a Meaningful Investment Policy Statement
An investment policy statement can keep you on track during market volatility because it serves as your promise to your financial future to not act hastily during normal market fluctuations.
Saving or Investing: Is There a Difference?
The terms “saving” and “investing” may be used interchangeably, but understanding how they are different may help you in working toward financial goals for you and your family. We explain in this Financial Tip.
Consistent Investing Can Pay Off
We always maintained that investors should stay invested and not make decisions based on fear of volatility.
Q&A Time: Terex Corp., National Presto and Spousal IRA Contributions
The “Money Talks” hosts answer listeners’ questions on heavy machinery companies and Small-Cap consumer discretionaries.