4 Fundamental Concepts for New Investors
Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions.
Managing Portfolio Risk with Financial Planning in Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than during your saving years.
Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Home prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.
Trusted Persons to Help with Financial Responsibilities as You Age
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 Map for Your Family
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.
The Joys and Financial Challenges of Parenthood
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.
6 Tips for Managing an Inheritance
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.
Retirement Liquidity: Bonds or Dividends?
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.
Mid-Year Is a Good Time for a Financial Checkup
As life emerges from the pandemic to a “new normal,” a mid-year financial checkup may be more important than ever this year.
Roth IRA Conversion Seems Straightforward, but Devil is in the Details
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.