What the Red-Hot Job Market Means for Workers
The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.
Mid-Year: Evaluate Where You Are, but Don’t Lose Sight of the Future
Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.
Financial Challenges When Buying a House
In this “Money Talks Minute” Bil Lako, CFP®, explains how buying a home can be stressful, and that your first step is to determine how large a mortgage you can afford by considering your gross monthly income, housing expenses, and long-term debt.
Trust Your Portfolio in Good Times and Bad
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.
Should You Consider Tapping the Equity in Your Home?
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.
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.