Research Your Financial Advisers Like Investments
You research stocks, but have you researched your financial adviser? Bil Lako, CFP®, explains how in today’s Marietta Daily Journal. Read the Article
Q&A Time: Zillow, Intuitive Surgical, Retirement Accounts and MasterCard
The “Money Talks” hosts address listeners’ questions on stocks including IDEX Corp, E*Trade, Zillow and MasterCard.
In the News: Your Financial Planning Process
A financial plan should be designed to take you from your present situation to where you want to be. Read the Article in Today’s Marietta Daily Journal
What Do You Get From a Financial Plan?
Bil Lako, CFP®, and Dr. Gene highlight the benefits of working with an adviser on a financial plan.
Why You Need a Power of Attorney and Medical Directive
Can you make health-care or financial decisions on your spouse’s behalf if your spouse is unconscious? Learn why you need a Power of Attorney and Medical Directive in this week’s Financial Tip.
Q&A Time: Large Cap Stocks and Borrowing from Your Business
The “Money Talks” hosts address listeners’ questions on Pepsi, T. Rowe Price, Cisco Systems and Potash.
Should You Buy or Lease Your Next Vehicle?
Need a new car? Our handy chart breaks down the differences on eight critical points for buying vs. leasing your next car. Learn more in this Financial Tip.
Risk-Adjusted Return
Risk-adjusted return is the measure of return per unit of risk. It is a backwards looking measurement. We do not believe you can judge a portfolio on risk-adjusted return alone. We explain in this Financial Tip.
Q&A Time: Emerging Markets, Disability Insurance and Industrial Stocks
The “Money Talks” hosts discuss the merits of a fund manager when it involves emerging markets funds.
Balancing Paying Down Debt with Rebuilding an Emergency Fund
Bil Lako, CFP® discusses savings strategy when you have debt to pay down.