Managing Associate D.J. Barker, CWS®, brings to the table a case study about a young couple who are receiving advice to pay off their home as soon as possible. D.J., and Bil Lako, CFP®, explain the advantages of carrying a mortgage and Troy Harmon, CFA, CVA, compares their borrowing rate to the possible return they could get in the market.
A rally late last week pulled the markets higher, but not enough to overcome a midweek tumble. On Monday, stocks increased on a jump in commodity prices boosting shares of energy and mining companies.
Even as a business owner, broadly diversifying your assets may help protect against risk. Read all about it in this week’s Business Tip.
Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss April’s new and existing home sales, the Federal Open Market Committee Minutes from the May meeting, the first revision of first quarter’s GDP and the University of Michigan’s Consumer Sentiment Survey.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).
ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.
Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week’s Insurance Tip.
What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.
John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.
If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.