Tax Manager Dan DiLuzio, C.P.A., joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to discuss some advice for a small business that is well ahead of its mid-year projections. He suggests some purchases and growth techniques that may be able to save the business tax dollars.
The stock indices kicked off the week with mixed moves, as the Dow Jones Industrial Average and S&P 500 Index ended in the red zone while the NASDAQ traded up to an all-time high. In the first of several housing data points released during the week, existing-home sales fell in June, though they are still up by 0.7% from year-ago levels.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains what small-business owners need to consider when developing a retirement plan. Read the Article
Analysts rely on market data from both private and public companies to determine the value of companies. We explain in this week’s Business Tip.
There is a clear connection between health and wealth; therefore, you need to develop plans to manage both. Learn more in this week’s Insurance Tip.
Before you get a part-time job to supplement your income during your retirement years, there are points to consider. Read all about it in this week’s Financial Tip.
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA, to discuss the types of retirement plans that can be appropriate for small businesses.
The financial markets closed Monday mixed with the Dow Jones Industrial Average and S&P 500 Index ending fractionally down while the NASDAQ added slight gains. Indices experienced mixed moves again on Tuesday with the S&P 500 and NASDAQ trading to new record highs while the Dow shed some points.
Henssler Research Analyst, Nick Antonucci, CVA, explains what bonds are, how they pay interest and why an investor may want to buy one.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how the Fed will reduce their balance sheet and the effect on the economy.