Working with an Advisory Team
For a successful business, surround yourself with expert advisers. We offer a list of considerations for your team in this week’s Business Tip.
Q&A Time: Listener Questions on American Capital Agency, H-P and Mid-Cap Stocks
Ted Parrish, CFA, and Dr. Gene Henssler answer listener’s questions on a variety of investments.
Q&A Time: Total Market Funds, PepsiCo and Taxes on Dividends
The “Money Talks” hosts discuss listeners’ questions regarding using only one fund and ETF for diversification; why investors should hold PepsiCo, and Obama’s proposed tax increase on dividends.
Active vs. Passive Portfolio Management
Portfolio managers employ many methods when managing a portfolio. We take a look at active vs. passive management in this week’s Financial Tip.
2012 Annual Limits Relating to Financial Planning
Need to know the contribution limits for the various retirement accounts? We have your answers! View the Sheets
Making the Most of Your Gift Cards
Bil Lako, CFP®, shares his financial insight into giving and receiving a gift card.
Debt Payment Strategies
Before starting any debt payoff strategy (or combination of strategies), be sure you understand the terms of your debts, including any penalties for prepayment. Read more in this week’s Financial Tip.
Setting Financial Resolutions for the New Year
The “Money Talks” hosts discuss financial resolutions for the new year, which may help you in reaching your goals.
When You Apply for Insurance, Your Credit History Counts
Your credit score can affect your ability to purchase an insurance policy and what premium you might pay. Learn more in this week’s Insurance Tip.
In the News: Making the most of your gift cards
Received a gift card during the holidays? Bil Lako, CFP®, explains how to make the most of your gift in a Marietta Daily Journal article. Read Article