The Social Security Administration has stopped mailing Social Security Statements to individuals under age 60, but you can get your statement online. Learn more in this week’s Financial Tip.
Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss investors who hold on to a concentrated stock position because they don’t want to pay taxes on the gains. They look at General Electric as a current example, and how a concentrated position can be detrimental to your overall portfolio.
Last week was a mixed bag of returns as the Large Caps of the Dow Jones Industrial Average and S&P 500 lost value for a second consecutive week, while the tech-heavy NASDAQ posted gains. The market kicked off the week Monday with slight gains led by Consumer Discretionary sector stocks on a variety of economic news and strong sales numbers. Indices ended the trading day in red territory on Tuesday.
Before you spend sleepless nights crunching numbers for your business, understand the basics of bookkeeping. Learn more in this Business Tip.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is essential to pass family assets to the heirs in a specific way, but to also educate the heirs on how to protect their inheritance moving forward.
Not all proceeds from a life insurance policy qualify for favorable tax treatment. We explain in this week’s Insurance Tip.
Is a reverse mortgage too good to be true? It really depends. The devil is in the details. We explain in this week’s Tax Tip.
If a sharknado struck your home tomorrow, would you lose all of your important documents? Learn what to do in this week’s Financial Tip.
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss a common financial planning situation where a family is concerned about protecting assets from an heir’s future ex-spouse.
Indices landed in new record territory on Monday, as Energy stocks ramped up on an increase in crude oil prices. West Texas Intermediate crude gained 3.1% to settle at $57.35 a barrel. The S&P 500 Index’s five-day winning streak was snapped Tuesday, slipping less than 0.1% for the day. The tech-heavy NASDAQ also fell while the Dow Jones Industrial Average gained nearly 0.1%.