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Author Archives: Editorial Team

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March 2024 Market Minute

Economy/Stock Market, VideoBy Editorial TeamMarch 4, 2024

For March, our Research Analysts are closely watching if the A.I. trend will continue to dominate the market; fears that inflation may not be tamed, and how banks will fare with the Fed ending the Bank Term Loan program.

Home Title Theft: What You Need to Know to Protect Yourself

Cybersecurity, Your HomeBy Editorial TeamMarch 4, 2024

Thieves are committing Home Title Theft, and you may not know until you receive a foreclosure notice.

In the News: Understanding the economy’s contradictory trends

Featured, In The NewsBy Editorial TeamMarch 1, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, discusses the talk of a recession and the conflicting signals in the economy. Strong consumer spending and a strong labor market offer hope for a ‘soft landing’ instead.

Individual Bonds vs. Bond Funds: What’s the Difference?

Blog, Investment SelectionBy Editorial TeamFebruary 29, 2024

Individual bonds have set coupons and maturities, while funds pay distributions based on market conditions. Understanding these nuances can help you make informed investment decisions.

Understanding the Economy’s Contradictory Trends

Case Study, Economy/Stock Market, FeaturedBy Editorial TeamFebruary 27, 2024

Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth.

In the News: Death, taxes, and paperwork: Filing a final tax return

Featured, In The NewsBy Editorial TeamFebruary 23, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you were married, you’d would still file married filing jointly for the year your spouse died. However, you may also need to file an estate return and consider updating your own estate plan.

There’s Still Time to Contribute to an IRA for 2023

Blog, Retirement, TaxBy Editorial TeamFebruary 22, 2024

You have until your tax return due date, excluding extensions, to contribute up to $6,500 for 2023 ($7,500 if you were age 50 or older on December 31, 2023) to all IRAs combined. For most taxpayers, the contribution deadline for 2023 is April 15, 2024.

Why Family Businesses Should Have Succession Plans

Aging/Caring for Aging Parents, Blog, Business Exit Planning, Business Owner/Self Employed, Family FinancesBy Editorial TeamFebruary 21, 2024

Succession planning isn’t just for TV dramas. In real life, it’s crucial for family businesses to ensure a smooth transition of ownership and leadership. Learn why it’s essential and how to start planning for your business’s future.

Death, Taxes, and Paperwork: Filing a Final Tax Return

Case Study, Divorce/Loss of Spouse, Estate, Family Finances, Featured, TaxBy Editorial TeamFebruary 20, 2024

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, CPA, Tax Manager with Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife.

In the News: 401(k) investing: Finding balance between active engagement and passive management

Featured, In The NewsBy Editorial TeamFebruary 16, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP®, looks at two extreme ways to manage your 401(k) investments. He provides advice for keeping your asset allocation in line.

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