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Daily Archives: May 17, 2019

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  4. 17

Unique Concentration Risk of Owning Company Stock

Featured, In The News, Investment SelectionBy Editorial TeamMay 17, 2019

In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.

Business Tip

Is Your Small Business as Profitable as It Can Be? It’s Time to Find Out

Blog, Business Owner/Self EmployedBy Editorial TeamMay 17, 2019

In order to make the best decisions possible for your company, you need to have complete and accurate information. We explain what to look at to determine your small business’s profitability in this week’s Business Tip.

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