Tax Benefits for Parents
You’re probably aware of the dependent tax exemption, but there are many other tax breaks for parents. Read all about them in this week’s Tax Tip.
Investing that Makes an Impact
You can make an impact by investing in companies with ethical and/or sustainable business practices. Learn all about them in this week’s Financial Tip.
Financial Insight: Take Extra Steps in Transactions to Minimize and Prevent Fraud
Technology has made financial transactions convenient for the busy lives we lead, but it also leaves us open to cyber theft and fraud. While you may be up to par on your security, you should not assume that all the people you do business with are.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why you should let your adviser know about all of your investments. Read the Article
Valuations: What’s in a Ratio?
If you use a single ratio to value a business, like Price-to-Revenue, you may overlook several key value factors. We explain in this week’s Business Tip.
How Can I Prepare Financially for Stormy Weather?
Storms on the horizon? Make sure your homeowners and auto insurance coverage is sufficient. Learn more in this week’s Insurance Tip.
401(k) Withdrawals: Beware the Penalty Tax
There are several ways you to take penalty-free withdrawals from your 401(k) before age 59½. We explain in this week’s Tax Tip.
Want to Make an IRA Contribution for Last Year? You Still Have Time
Still want to contribute to your IRA for 2016? You have until April 18, 2017 to do so. Read all about it in this week’s Financial Tip.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
Market Roundup: Dow Breaks 21,000 After President Trump’s Congressional Address
The Dow Jones Industrial average kicked off the week closing at an all-time high for the 12th consecutive day on Monday, while the S&P 500 hit a new record level. The NASDAQ also eked out a gain.