While much of the Southeast was braced for Hurricane Irma, U.S. indices still closed in the green zone on Monday. The S&P 500 stepped up to a new all-time high. Crude oil prices ticked up as refineries closed because of Hurricane Harvey have started to resume production.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families.
Many types of businesses can take advantage of the Research Credit to offset payroll taxes. Read all about them in this week’s Business Tip.
If you have a vacation home or second property you need insurance specifically designed for your property. Learn more in this week’s Insurance Tip.
Thinking about going green? Before you leap, consider the tax and financial aspects of solar electric systems. We explain in this week’s Tax Tip.
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
The holiday-shortened week kicked off on Tuesday after being closed Monday for Labor Day. However, retail gas prices surged as Hurricane Harvey forced refineries to shut down, leading to curtailed petroleum shipments. The Dow Jones Industrial Average fell 1.1%, its biggest one-day loss since Aug 17, while the S&P 500 declined 0.8%.
In today’s Marietta Daily Journal: Bil Lako, CFP® explains how dollar cost averaging would have worked during the Great Recession
QuickBooks Online has many best practices that can help you streamline your workflow and provide financial insight. Read more in this special QuickBooks Tip.
When you’re eligible for both Medicare and your employer’s health coverage, you’ll need navigate an array of rules. Learn more in this week’s Insurance Tip.