This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
A letter of instruction could be just as important as a Will to help your heirs settle your estate and move forward with their lives.
Parenthood can be both wonderfully rewarding and frighteningly challenging. You want to make sure that they are financially secure, but meeting expenses can be tough. Fortunately, you can take steps to prepare.
We all dream of a distant, rich uncle who will leave us lots of money in his will; however, an inheritance comes with lots of consequences. We provide 6 tips to manage your newfound wealth.
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year.
Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA.
If you tend to keep stuff because you “might need it someday,” your desk or home office is probably overflowing with nonessential documents. An important part of managing your personal finances is keeping your financial records organized.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.
Regardless of your age or financial knowledge, you can be certain that criminals are hatching schemes to separate you from your money. We highlight four common practices that may help you identify a scam and avoid becoming a victim.
