Does Your Business Have a Buy-Sell Agreement?
A buy-sell agreement in place may allow business partners to avoid the often ugly reality of business separation.
Types of Insurance
Different types of insurance cover a variety of risks. You can insure your life, your health, your home and more. Learn the basics in this week’s Insurance Tip.
Estimating Your Tax Withholding
You should have just enough taxes withheld to prevent you from incurring penalties when your tax return is due. We explain in this week’s Tax Tip.
Are You Ready to Retire?
We’re all ready to quit getting up at 6 a.m. to go to work, but are you financially ready to retire? Read the questions to ask yourself in this week’s Financial Tip.
Is Paying off Your Mortgage the Best Advice?
Managing Associate D.J. Barker, CWS®, brings to the table a case study about a young couple who are receiving advice to pay off their home as soon as possible. D.J., and Bil Lako, CFP®, explain the advantages of carrying a mortgage and Troy Harmon, CFA, CVA, compares their borrowing rate to the possible return they could get in the market.
Market Roundup: Late Rally Couldn’t Overcome Losses
A rally late last week pulled the markets higher, but not enough to overcome a midweek tumble. On Monday, stocks increased on a jump in commodity prices boosting shares of energy and mining companies.
Don’t Bank Your Retirement on Your Business
Even as a business owner, broadly diversifying your assets may help protect against risk. Read all about it in this week’s Business Tip.
Wall Street Week Ahead for the Week of May 22, 2017
Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss April’s new and existing home sales, the Federal Open Market Committee Minutes from the May meeting, the first revision of first quarter’s GDP and the University of Michigan’s Consumer Sentiment Survey.
In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
What is an ERISA Fiduciary?
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.