As seen in the Marietta Daily Journal: Bil Lako, CFP®, shares insights on how non-traditional investments can diversify your portfolio and mitigate risk in uncertain markets.
New year, new changes! We look at 5 key updates coming in the new year that could impact your finances. Stay informed and prepared for 2025!
Director of Research Nick Antonucci, CVA, CEPA, and Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, share insights about alternative investments and how they can work in a relatively conservative portfolio. They also elaborated on the pros and cons of holding alternative investments.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that as the year comes to a close, it’s the perfect opportunity to review your portfolio. Rebalancing ensures your portfolio stays on track, even after a year of market ups and downs.
When life throws unexpected expenses your way—like medical bills, car repairs, or job loss—having access to emergency funds can make all the difference.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes a look at Retirement Literacy. With an average score of just 31% out of 100 on topics like inflation, Social Security, and investments, it’s clear that planning for retirement isn’t as simple as it seems.
Amazon and QuickBooks are teaming up to simplify financial management for third-party sellers. This powerful partnership will sync sales data, simplify tax prep, and provide real-time insights.
Three key reports—The Employment Situation, Gross Domestic Product (GDP), and Personal Income and Outlays—can significantly impact market performance. Understanding these reports can help you make informed financial decisions
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, CEPA. The team shares their insights on the Retirement Income Literacy Quiz, focusing on areas where investors lack the most knowledge.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market downturns in your early retirement years can pose serious risks to your portfolio and how to mitigate this risk.