Small-business owners: If you’re looking to hire, consider looking at your state workforce agency, 10 targeted groups, for your next employee. You may be eligible for the Work Opportunity Tax Credit (WOTC), up to $2,500.
Investing internationally provides access to growth opportunities outside the United States, which may boost returns and/or enhance diversification in your portfolio.
Managing Associate K.C. Smith, CFP®, CEPA, leads Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Financial Planner Josh Weidie, CWS®, on a discussion of what investors can do mid-year to reassess their financial situation.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how creating a plan, following the Ten Year Rule, and then making only tactical allocation decisions throughout the years allows the investor to remove the emotion out of buy and sell decisions.
When two become one, you need to communicate clearly because the financial decisions that you make now can have a lasting impact on your future.
Life insurance policies may include provisions that allow you to access some or all of the death benefit while you are living, which may benefit your family if you have a terminal, chronic or critical illness.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and a Financial Planner team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.
In this “Money Talks Minute” Bil Lako, CFP®, explains how buying a home can be stressful, and that your first step is to determine how large a mortgage you can afford by considering your gross monthly income, housing expenses, and long-term debt.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that fixed-income investments are designed to protect principal, and that equities, over the long term, should outpace inflation.
Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage jumped from around 3.2% at the beginning of 2022 to 5.3% in mid-May, the highest level since 2009. This rise was sparked by the Federal Reserve’s commitment to raise the federal funds…