Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, to discuss the SECURE Act 2.0 and the changes the act will bring to retirement accounts.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can use the market’s volatility to their advantage through tax loss selling and rebalancing.
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.
Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.
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.
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.
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.
In this week’s case study on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Giuliana Barbagelata to provide some alternative options to a “Stretch IRA.”
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a deeper look at how the market decides on what news to react to, and why.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why some of the investment strategies that are working for investors right now seem substantially similar to strategies that should work in a recession.
