Earnings Call: A Closer Look at Financial Reports
Companies report earnings every quarter. Learn how to interpret the reported news in this week’s Financial Tip.
Following Generalized Investment Guidelines Means Missing out on Tailoring Decisions to Your Circumstances
Jennifer Thomas, CFP® and Bil Lako, CFP® discuss a case study of a couple who have always done their own financial planning. The experts take a closer look at the generalized advice they’ve followed and how it may not work for them.
In the News: Keeping politics out of your portfolio
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why who the president of the United States is has little to do with the performance of your portfolio.
Keeping Politics Out of Your Portfolio
Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP® join “Money Talks” to discuss whether investors should alter their portfolios given the upcoming presidential election.
‘Sell in May and Go Away’ and Other Investment Adages
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how you can’t invest by following rhyming couplets. Read the Article
Banking on an Illiquid Asset to Fund a Future Financial Goal
In today’s Marietta Daily Journal, Bil Lako, CFP® explains your options when you have your future tied up in an illiquid asset. Read the Article
Counting on an Illiquid Asset for a Future Financial Goal
Illiquid assets may always have an inherent value, but selling the asset when you need the money may not always be an option.
Mid-Year 2016: An Investment Reality Check
How have the year’s events affected your portfolio? Do a mid-year investment check considering these three points. We explain in this week’s Financial Tip.
Your Adviser Should Pay Careful Attention to Your Capital Gains and Losses
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.
Common Financial Wisdom: Theory vs. Practice
“Good, in theory…” Financial guidelines can be difficult to put into practice. We offer some insight on how to do so in this week’s Financial Tip.