Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule.
With home values skyrocketing recently, your home may be one of your largest assets. Using home equity to help finance other financial objectives is a strategy many people consider, but before doing so be sure you understand the risks as well as the potential benefits.
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.
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.
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.
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 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.
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.
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.
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.
