Just because your cryptocurrency is anonymous doesn’t mean you may not owe taxes on your investment or transactions. We explain in this week’s Tax Tip.
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, to discuss fiscal policy and what it may mean for our economy. They take a deeper look at the yield curve of U.S. Treasury bonds, and how close the curve has come to inverting.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to take a deeper look into the market’s recent decline, including proposed tariffs, presidential cabinet upheaval, basic economic indicators, valuation, and The Federal Reserve’s quantitative tightening.
This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, for the big discussion on Bitcoin, including what it is, what it isn’t in our opinion, and whether or not investors should add bitcoin to their portfolios.
Most investors want to know what is driving the economy—where are we and where are we going? And, most importantly, what does this mean for the investor? While there are many moving parts to an economy, some of the catalysts that are affecting today’s economy include the Federal Reserve’s monetary policy, the U.S. government shutdown,…
Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss investors who hold on to a concentrated stock position because they don’t want to pay taxes on the gains. They look at General Electric as a current example, and how a concentrated position can be detrimental to your overall portfolio.
Managing Associate Shawna Theriault, CFP®, C.P.A., joins hosts Bil Lako, CFP® and Troy Harmon, CVA, CFA, in a discussion on how business valuations are often needed during a divorce to ensure the division of a jointly owned business is equitable when it comes to future cash flow. Troy explains how cash flow is determined by the cost of capital.