This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, for the big discussion on Bitcoin, including what it is, what it isn’t in our opinion, and whether or not investors should add bitcoin to their portfolios.
Both the Dow Jones Industrial Average and the S&P 500 Index started the week slightly down, as investors continued to assess the proposed tariffs on steel and aluminum imports. The slip continued Tuesday after early market momentum faded following news of Secretary of State, Rex Tillerson’s ouster. Elsewhere, consumer prices ticked up in February, as the Consumer Price Index rose 0.2%, cooling slightly from a 0.5% jump in January.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains when it is and when it isn’t the IRS calling you. Read the Article
If you are a business owner and you are also the chief innovator and top salesman, you may want to consider how this might negatively affect your future. We explain in this Business Tip.
Gene W. Henssler, Ph.D., was recognized by Barron’s Magazine “Top 1,200 Financial Advisors.” Barron’s published their annual state-by-state listing of financial advisors in the March 10, 2018 issue. Coming in at No. 7 this year, Dr. Henssler has made the Georgia list since 2014. See the List Barron’s 2018 “Top 1,200 Financial Advisors” published in…
If you think that your auto insurance costs are higher than normal, there may be some ways to help lower your premiums. We explain in this Insurance Tip.
The tax reform law didn’t outlaw business losses. It just limits your losses. Excess losses are treated as a net operating loss (NOL) and carried forward to the next year’s return. We explain in this week’s Tax Tip.
They say, “less is more,” and sometimes in retirement, that is true. Downsizing can be a savvy financial move. We explain in this week’s Financial Tip.
As it is prime tax season, Chief Investment Officer Troy Harmon, CFA, CVA is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss some of the many devious scams that thieves are using, capitalizing on the common fear of the IRS. They also provide some tips to how to really know when it is the IRS contacting you.
Indices kicked off the first full week of March closing in the green zone on Monday, amid a variety of economic news. The ISM non-manufacturing index fell to 59.5 from 59.9 in January, indicating service activity decreased slightly. The upward momentum continued Tuesday as investors saw signs of disapproval to the potential tariffs on imported aluminum and steel. Mixed moves were on deck Wednesday.