As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how creating a plan, following the Ten Year Rule, and then making only tactical allocation decisions throughout the years allows the investor to remove the emotion out of buy and sell decisions.
Life insurance policies may include provisions that allow you to access some or all of the death benefit while you are living, which may benefit your family if you have a terminal, chronic or critical illness.
Research Analyst Nick Antonucci, CVA, CEPA, Managing Associate D.J. Barker, CWS®, and a Financial Planner team up to discuss what investors should and shouldn’t do in volatile markets like we are currently seeing.
In this “Money Talks Minute” Bil Lako, CFP®, explains how buying a home can be stressful, and that your first step is to determine how large a mortgage you can afford by considering your gross monthly income, housing expenses, and long-term debt.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that fixed-income investments are designed to protect principal, and that equities, over the long term, should outpace inflation.
Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage jumped from around 3.2% at the beginning of 2022 to 5.3% in mid-May, the highest level since 2009. This rise was sparked by the Federal Reserve’s commitment to raise the federal funds…
For the month of June, our Research Analysts are anticipating a interest rate increase during the June Federal Open Market Committee meeting, monitoring the consumers’ health, and watching how much further Technology sector stocks may fall.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to look at how inflation affects retirement spending and investment allocation.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that depressed account balances may provide an opportunity for investors to convert traditional retirement accounts to Roth IRAs.
The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).