Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide some tips for investors fretting about how the November election will affect their portfolios.
Our Research Analysts are closely watching the bond market, monitoring the timing and pace of Fed interest rate cuts. They are also keeping a close eye on the nation’s unemployment numbers amidst the Tech layoffs and tracking the earnings of S&P 500 companies.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why self-employed individuals should work with a tax adviser to optimize deductions and explore retirement plans.
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
The Federal Reserve’s interest rate decisions shape the economy, and the FOMC meetings could influence your borrowing and investing choices in 2024.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, discusses some of the drawbacks to reverse mortgages—a product aimed at seniors that allows them to tap their home equity.
Small business owners, fear not! Understanding IRS audit triggers is the key to staying audit-free. Stay ahead, stay compliant, and ensure your business thrives without the audit anxiety.
With wildfires, hurricanes, and heatwaves, the U.S. faced a surge in billion-dollar weather disasters. Now, homeowners are grappling with rising insurance costs, coverage restrictions, and policy nonrenewals. Learn how to navigate nonrenewals, engage with insurers, and secure your home.
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.