Tips for Safe Online Shopping
The increase in popularity of online shopping means that cyber criminals and online scams are more prevalent than ever before.
Dollar-Cost Averaging When You Have a Lump Sum
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice to two investors with lump sums they want to invest; however, they have very different planning needs.
Are You Missing Out on a Customized Plan?
In this “Money Talks Minute” Bil Lako, CFP® explains that while rules of thumb are not bad, they are just not customized to the client, and investors could be missing out on opportunities.
How Student Loans Impact Your Credit
If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will have a significant impact — positive or negative — on your credit history and credit score.
Gifting While Living—Seeing Loved Ones Benefit
Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most of their generous gifts.
Personal Finance Tips from Warren Buffett
There are a lot of seasoned investors out there who have made a lot of money on things like the stock market over the years. There’s a lot to be learned from Warren Buffett that you can put to good use moving forward.
Laddering Your Bond Portfolio to Protect Your 10-Year Money
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.
Four Things Women Need to Know about Social Security
There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.
Take Advantage of an Empty Nest
Bil Lako, CFP®, explains that once the children are on their own, empty nesters may have plenty of planning opportunities.
Deviating from an Adviser’s Recommendations
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.