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Daily Archives: November 8, 2022

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Financial Planning Following the Death of a Spouse

Divorce/Loss of Spouse, VideoBy Editorial TeamNovember 8, 2022

In this Money Talks Minute, Bil Lako, CFP®, highlights some of the financial matters you may encounter after the death of your spouse.

If High Quality Companies are on Sale, Why Aren’t Investors Buying?

Case Study, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamNovember 8, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Melanie Wells, CFP®, discuss a couple who cannot decide what to do in this volatile market—sell out and wait until it levels out or dollar cost average more into the market.

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