Pieces of the College Planning Puzzle
Senior Associate, Melanie Wells, CFP®, joins Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education.
In the News: All Your Eggs in One Basket: Concentrated Stock Positions
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.
What the Red-Hot Job Market Means for Workers
The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.
Tax Benefits for People with Disabilities
Individuals with disabilities, as well as parents of disabled children, are eligible for several income tax benefits.
All Your Eggs in One Basket: Concentrated Stock Positions
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock.