Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to recap the market movements for March, including the recent volatility. Looking ahead at GDP, inflation and first quarter earnings.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analysts Nick Antonucci, CVA, and Jacob Keen, to take a deeper look into the market’s recent decline, including proposed tariffs, presidential cabinet upheaval, basic economic indicators, valuation, and The Federal Reserve’s quantitative tightening.
April kicked off with heavy selling across U.S. equity markets with all major indices off more than 2% on Monday. The Nasdaq 100 dipped negative year to date for the first time in 2018, and 10 of 11 S&P sectors were lower on the year…
Credit cards out of control? If you’re not paying them off every month, we have some tips to help you pay off that balance in our Question of the Week.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that just because you don’t have a tax problem because of the $11.21 million estate tax exclusion doesn’t mean you don’t have an estate plan problem.
Entertaining clients is going to get much more expensive for businesses thanks to the Tax Cuts and Jobs Act. Maybe hold off on buying those concert tickets for your client. Read all about it in this week’s Business Tip.
Living and working abroad? The Tax Cuts and Jobs Act still affected you—especially if you have ownership in a foreign corporation. We explain in this week’s Tax Tip.
Unreimbursed business expenses were part of those miscellaneous itemized deductions that were eliminated with tax reform. Will this hurt you? Find out in this week’s Tax Tip.
Where do you even start your retirement budget? Setting a retirement income goal is a good place. We offer four points to consider when setting your goal in this week’s Financial Tip.