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Author Archives: Editorial Team

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March 2023 Market Minute

Economy/Stock Market, VideoBy Editorial TeamMarch 10, 2023

In March, our Research Analysts are watching the terminal rate for the Fed Funds rate, the home prices and interest rates for the housing market, and the tightness of the labor market.

In the News: Three ways the SECURE Acts significantly changed required minimum distributions

Featured, In The NewsBy Editorial TeamMarch 10, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how the rules surrounding required minimum distributions have changed recently.

The Debt Ceiling and Deficit Spending

Economy/Stock MarketBy Editorial TeamMarch 9, 2023

Treasury Secretary Janet Yellen projects the latest debt ceiling extension will last until early June; however, the Congressional Budget Office cautions that if April tax revenues fall short of its projections, the Treasury could run out of funds earlier.

Three Ways the SECURE Acts Significantly Changed Required Minimum Distributions

Case Study, Featured, RetirementBy Editorial TeamMarch 7, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Michael Griffin, CFP®, to address the three significant ways the SECURE Acts have affected required minimum distributions.

The Sandwich Generation

Family Finances, Personal Finance, VideoBy Editorial TeamMarch 6, 2023

If you find yourself torn between providing care for your parents and raising your own children, you are considered part of the Sandwich Generation. We provide some tips for those stuck in the middle.

In the News: Retirement savings should not be left on autopilot

Featured, In The NewsBy Editorial TeamMarch 3, 2023

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that even if you were auto enrolled in your 401(k), It is still your responsibility to increase your contributions, select appropriate and diversified investments, and take advantage of Roth options if available.

Could Your Living Situation Change as You Grow Older?

Aging/Caring for Aging Parents, Blog, Insurance, Your HomeBy Editorial TeamMarch 1, 2023

Planning for the consequences of aging in general, and long-term care in particular, will depend on your preferences and circumstances. We look at some of your living options when you need care.

Retirement Savings Should Not be Left on Autopilot

Case Study, Featured, Investment Selection, Retirement, Starting OutBy Editorial TeamFebruary 28, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!

In the News: Financial moves to minimize taxes; you need to consider all aspects

Featured, In The NewsBy Editorial TeamFebruary 24, 2023

As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how a couple should consider a Roth conversion on a year-to-year basis as there are many moving parts to this financial move.

Health Insurance Made Simple

Blog, Insurance, Starting OutBy Editorial TeamFebruary 23, 2023

The cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of pocket. Whether you already have health insurance or want to get it, here’s some basic information to help you understand it.

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