Why You Need an Investment Policy Statement
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
Do you have a clear strategy for the road ahead? Bil Lako, CFP®, explains how to develop an overarching direction in today’s Marietta Daily Journal. Read the Article
The “Money Talks” hosts address a variety of listener questions, including saving to a solo 401(k) and investment research companies.
The “Money Talks” hosts discuss the problem with investing in Twitter at this time.
The “Money Talks” hosts discuss the sectors that they recommend investing in today.
We address listeners’ questions on 401(k)s, saving for retirement and give our preference between CVS Caremark and Walgreen Company
The hosts of “Money Talks,” Gene Henssler, Ph.D., Bil Lako, CFP®, and Ted Parrish, CFA, explain how a profit sharing works. The hosts discuss vesting options, advantages for both the employer and employee, and how to determine if a profit sharing plan is best for you.
What would be the harm in holding 10% of your portfolio in cash to invest during the next 10% correction?
The “Money Talks” hosts address listeners’ questions on profit sharing plans, reducing student loan payments and investing in Canada.
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.
The “Money Talks” hosts address listener questions on a variety of topics, including 401(k) fees, life insurance, and college costs, in addition to stock questions on international names and SSDSX.