Indices closed Tuesday’s trading session in red territory. Energy brands such as Exxon Mobil, Total, and Royal Dutch Shell sold off amid retreating crude oil futures.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how simplicity in your finances can provide you with more flexibility. Read the Article
Corporations can use corporate-owned life insurance policies to fund nonqualified deferred compensation plans. Learn more in this week’s Business Tip.
Your financial adviser should not only manage your portfolio for investment returns, but for tax efficiency as well. While tax loss harvesting is often considered at the end of the year, this classic strategy can and should be used by advisers throughout the year to help control their clients’ tax liability. By working closely with our clients and their tax advisers, our experts are able to keep in mind other income that could be offset by tax loss selling.
If you are disabled and unable to work, you may be eligible for a government-sponsored disability insurance program. Learn more in this week’s Insurance Tip.