3 Things to Consider Before Buying a Vacation Home
The COVID-19 pandemic in 2020 led to a surge in demand for vacation/second homes. If you are thinking about buying a vacation home, we cover 3 things to consider before taking the plunge.
Federal Student Loan Repayment Postponed for Sixth Time
The U.S. Department of Education announced a record sixth extension for federal student loan repayment, interest, and collections, through August 31, 2022. We explain what this means for you.
Lending Money When Your Adult Children are in Financial Need
Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost.
Starting Over Financially After a Divorce
Instead of test-driving your retirement plan in your 50s, imagine you’re starting over with about of the assets. If this hits close to home, you’re not alone. Your first steps should be reestablishing your emergency fund and understanding your new cash flow.
Setting and Targeting Investment Goals
Setting investment goals means defining your dreams for the future. When you’re setting goals, it’s best to be as specific as possible. Writing down and prioritizing your investment goals is an important first step toward developing an investment plan.
Splurge or Save? Making the Most of Your Income Tax Refund
Are you finally buying that thing you’ve always wanted or are you taking your tax return windfall and investing it for your future? Consider your other choices before splurging on more stuff.
Considering Paying Cash for Your House? Opt for Carrying a Mortgage Instead
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.
Baseball Lessons That Might Help Change Up Your Finances
Now that baseball season is finally here, we have a few lessons from America’s pastime that might inspire you. The one-base-at-a-time approach takes discipline, something you can apply to your finances.
Are You Receiving a Fiduciary Level of Service?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser.
Using Diversification to Reduce Volatility in Your Portfolio
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversifying a portfolio versus chasing returns.