Is it a Bad Fit or is it a Bad Adviser?
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the difference between a bad fit and a bad adviser. Read the Article
Retirement Planning with Indexed Universal Life Insurance
Interest earnings on cash values in an Indexed Universal Life policy are tied to the performance of a market index. Read all about it in this Insurance Tip.
How do I Gauge My Risk Tolerance?
The hosts of “Money Talks” address a listener’s question on risk tolerance. Dr. Gene, and Ted Parrish, CFA describe factors to consider when gauging your risk tolerance. They discuss the difference between fixed-income securities and the stock market, and how time horizon factors into your risk tolerance.
Changes in Circumstances Can Affect Your Premium Assistance Credit
Health insurance premium subsidies are determined using estimated household income and family sizes. Learn more in this Tax Tip.
Personal Finance Tips for New Graduates
Your first full-time job after graduation is the perfect time to get started right with your personal finances. Read more in this Financial Tip.
Markets Set New Records Despite Mixed Economic Data
The week began with a mid-day rollercoaster because of the revisions to manufacturing data, but ended with indices hitting new record highs.
Q&A Time: Boeing, Alimony, Biotechnology Stocks and More
The “Money Talks” hosts answer a variety of questions from listeners, including ones on Amgen, Celgene and the responsibilities of an executor of an estate.
Gauging Risk Tolerance
With investing, you cannot eliminate risk—but you can minimize it by considering three factors.
Speculative Investment or Currency of the Future?
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why the Bitcoin is considered property rather than currency. Read the Article
Lifetime Gifting of Stock or Business Interest
Gifting your business interest allows for more flexibility than selling your business outright. Learn more in this Business Tip.