Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, team up to help an investor who wants to provide for his wife when he passes but is also concerned about keeping certain assets in the family.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores interval funds, an investment in the alternative asset class that is sold like a mutual fund for individual investors.
Business owners know that it is always more expensive to hire a new person than it is to simply retain one of your existing workers. However, if you’re hiring, developing your onboarding process can set your new employees up for success.
In August, our Research Analysts are paying close attention to second quarter earnings, the spread between corporate bonds and Treasury bonds, and inflation.
Big news for individuals born in 1951! The IRS announced that traditional IRA owners who will attain age 72 in 2023 will have to take their first required minimum distribution (RMD) by April 1, 2025, rather than April 1, 2024.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, look at a situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while the options a spousal beneficiary has when inheriting their late spouse’s IRA are plentiful, the distribution chosen should be dictated by their overarching financial plan.
Is the news cycle stressing you out? One way to avoid becoming distracted and anxious amid scary headlines is by having a sturdy framework to help guide your spending, saving, and investment decisions.
To truly give yourself the best chance of success, and to help achieve your overall goals in the most effective ways possible, there are a number of key best practices you’ll want to keep in mind along the way.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor must to consider when to access the money, taxes, and plans for his family’s future.