Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, who take a look at a couple who received a recommendation to reduce their modified adjusted gross income to avoid paying more for Medicare.
The markets kicked off the week with gains as the Dow Jones Industrial Average and S&P 500 Index hit new record levels. Technology and Energy stocks led advancers as U.S. prices jumped 1.1% to settle at $57.99 a barrel. Trading was mixed on Tuesday, but both the Dow and S&P 500 closed at new record highs for the third straight session while the NASDAQ dipped into the red zone.
Bil Lako, CFP®, had a chance to interview Shari Martin from the Cobb Community Foundation on how they assist philanthropic individuals, families, businesses and organizations with donor-advised funds.
If your business is online—let’s face it, most business are—you’re not immune to a data breach. Protect your customer data not only with a firewall but a cyber insurance policy as well. Learn more in this week’s Business Tip.
We warned you! Tax laws do change, and we’re approaching what could be a BIG change. Thankfully there is still time and moves to make that may reduce your 2017 tax bill. Read all about it in this week’s Tax Tip.
Baby boomers are turning 70½ at a fast clip—about 10,000 per day! If you’re a baby boomer, it’s time to take required minimum distributions seriously because penalties are steep!
If you are committed to significant charitable gifts, a donor-advised fund is a low-hassle way for individuals and community groups and businesses to establish a planned giving program.
The week began on a mixed note with the Dow Jones Industrial Average gaining while the S&P 500 index was off a few points. Indices closed in the red zone on Tuesday, when early market momentum faded during afternoon trading. In economic news, the Census Bureau reported that the international trade deficit increased $3.8 billion to $48.7 billion in October over September.
Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss how the market fared in November and take a look ahead at December, focusing on tax reform, a possible interest rate hike from the Federal Reserve, and our economic outlook as we wrap up the year. hensslervideo_personal_finance
Key Performance Indicators help business owners know how their company is performing, and they can be used as a guiding point for every decision made within the company. We explain in this week’s Business Tip.