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.
According to the 2021 Retirement Confidence Survey by the Employee Benefit Research Institute (EBRI), retirement preparations vary quite a bit by age group.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs.
Ransomware is malicious code that infects your computer system, allowing the perpetrator to lock the files and demand a ransom in return for a digital key to restore access. We look at how to protect yourself.
No matter how much you try to make objective decisions, you may be tempted to guess at market movements. One approach that should alleviate the guesswork is dollar-cost averaging.
This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, CEPA, and Associate Melanie Wells, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, in providing some advice for an investor in his 50s who finds himself with substantially fewer assets after his divorce. The financial Experts give a laundry list of areas that need re-examination now that his financial goals have changed.
Every day, women face a variety of risks to their life, their health, and their property. Although you can’t eliminate many of these risks, you can take steps to guard against resulting financial losses. Insurance is the primary way to provide needed protection.
A failed business, a contemptuous divorce, or even a disability—all could cause devastating financial issues. Can a creditor come after your retirement savings? We answer in our Financial Tip.
