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.
Seeking Higher Yields for Fixed Income Investments
Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.
Addressing Asset Allocation in Respect to Your Cash Flow
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.
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.