Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees allowing them to generate tax-free income from their Roth IRA.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how retirement planning is more than just saving for a nest egg. He highlights common pitfalls that could derail your retirement dreams.
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
Are you feeling the ‘tip creep’? Learn about the evolving tipping culture and how to navigate the new norms. From digital prompts to inflation impacts, find out why tipping expectations are on the rise.
Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Billy Collins join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss pitfalls many newly retired investors may encounter that could derail their retirement.
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP® looks at the world of active and passive investment strategies. Which approach suits your financial goals?
Struggling with payroll taxes? Our guide will help you navigate the complexities of tax compliance and avoid the pitfalls that can lead to IRS trouble. Stay informed and protect your business!
Thinking of selling a property you’ve owned for a while? Learn how an installment sale could help you manage capital gains taxes and the 3.8% surtax on net investment income.
Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate Jarrett McKenzie, CFP®, CWS®, help some investors who are new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other.
Our Research Analysts are keeping a close eye on the commodities market, the 10-year Treasury and tensions with China for the month of May.