In the News: Planning with a highly appreciated asset
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains some of your options when you are holding a highly appreciated asset in your portfolio.
The Inflation Experience Is Painful and Personal
Inflation is a sustained increase in prices that reduces the purchasing power of your money over time. According to the Consumer Price Index (CPI), inflation peaked at an annual rate of 9.1% in June 2022, the fastest pace since 1981, before ticking down to 7.7% in October.
Balancing Stocks and Bonds in One Fund
Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in constructing an investment portfolio. Balanced mutual funds attempt to follow a similar strategy, striving for a specific mix, such as 60% stocks and 40% bonds, within limits spelled out in the prospectus.
Converting to a Roth IRA
In this Money Talks Minute, Bil Lako, CFP®, explains why our down market could be an opportunity to convert a traditional IRA to a Roth IRA.
In the News: Dollar-cost averaging when you have a lump sum
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why dollar-cost averaging is the better way to invest in the market—even if you have a lump sum of cash to invest.
Tax Benefits for Holiday Family Employment
Along with the holidays comes a lot of extra work for many family-run businesses, which may require putting the kids to work and having a spouse help out over the busy time.
Tips for Safe Online Shopping
The increase in popularity of online shopping means that cyber criminals and online scams are more prevalent than ever before.
Dollar-Cost Averaging When You Have a Lump Sum
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice to two investors with lump sums they want to invest; however, they have very different planning needs.
December 2022 Market Minute
For the month of December, our Research Analysts are keeping an eye on the U.S. employment situation, China’s citizens’ protest over their country’s Zero Covid policy, and the flattening of the yield curve.
In the News: Leaving Your IRA to a Non-Spouse Beneficiary
As seen in the Marietta Daily Journal, Bil Lako, CFP®, highlights highlight some tax-saving alternatives if you intend to leave your IRA to a non-spouse beneficiary.