Case Study Archives - Page 10 of 40

May172022

Financial Advisers Can Provide Valuable Insight for Second Marriage Estate Planning

Case Study, Divorce/Loss of Spouse, Estate, Family Finances, FeaturedBy Editorial Team May 17, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planner Giuliana Barbagelata, CFP®, to discuss what aspects to consider when developing an estate plan for a second marriage that involves children from a previous marriage. While it requires an estate planning attorney to prepare the wills and trusts, the experts discuss all the groundwork financial planners put into making an estate plan work.

May102022

Pulling Your Retirement Goals into Focus

Case Study, Featured, RetirementBy Editorial Team May 10, 2022

Senior Associate Michael Griffin, CFP® and Senior Financial Planner Josh Weidie, CWS®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a couple who have been saving for retirement but have no specific goal in mind. The financial experts discuss how an Adviser works to focus couples’ retirement goals and helps determine if they are on track.

Apr262022

Lending Money When Your Adult Children are in Financial Need

Case Study, Family Finances, Featured, Personal FinanceBy Editorial Team April 26, 2022

Managing Associate D.J. Barker, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Client Relationship Manager Justin Wagner, AIF®, to lead a discussion on financially helping your adult children, including where to find the money and what might be the cost.

Apr122022

Paying for Care with Your Long-Term Care Insurance Policy

Aging/Caring for Aging Parents, Case Study, Family Finances, Featured, InsuranceBy Editorial Team April 12, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning Jim Crone, CLU®, CFS®, and Senior Associate Michael Griffin, CFP®, to cover a case study on a couple who needed to tap their long-term care policy. Jim discusses the process of applying for and receiving benefits.

Apr52022

An Inverted Yield Curve: Is It Time to Panic?

Case Study, Economy/Stock Market, FeaturedBy Editorial Team April 5, 2022

Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession.

Mar292022

Considering Paying Cash for Your House? Opt for Carrying a Mortgage Instead

Case Study, Family Finances, Featured, Personal Finance, Your HomeBy Editorial Team March 29, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.

Mar222022

The Triple Tax Benefit of Health Savings Accounts

Case Study, Family Finances, Featured, Insurance, Retirement, TaxBy Editorial Team March 22, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).

Mar152022

Are You Receiving a Fiduciary Level of Service?

Case Study, Featured, Investment Selection, Personal FinanceBy Editorial Team March 15, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser.

Mar82022

Using Diversification to Reduce Volatility in Your Portfolio

Case Study, Featured, Investment Selection, Personal FinanceBy Editorial Team March 8, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversifying a portfolio versus chasing returns.

Mar12022

Financial Planning and Medicare Premiums Go Hand in Hand

Aging/Caring for Aging Parents, Case Study, Featured, Personal Finance, RetirementBy Editorial Team March 1, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.

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