Research Analyst Jacob Keen, CFA, is joined by Director of Insurance Planning, Jim Crone, CLU®, CFS®, and Associate Michael Griffin, CFP® to discuss the trend in the life insurance marketplace where large insurers are selling existing policies to private-equity firms and asset managers. Jim highlights the concerns that policyholders may be exposed to riskier underlying investments.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Managing Associate K.C. Smith, CFP®, CEPA, to provide some guidance for an investor’s situation in planning for his compensation of Restricted Stock Units.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than during your saving years.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.
Home prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to discuss the importance of having fiduciaries or trusted contacts for senior investors to help ensure these potentially vulnerable investors are not being exploited. Peter explains the different types of powers of attorney and when they are applicable.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why it is tough to tell what comes next for our economy and how to invest in anticipation of the next economic move.
Associates Melanie Wells, CFP®, and Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to cover a little-known strategy for high-income earners to move a significant amount of retirement funds into Roth accounts for tax-free growth.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that if you’ve had a baby in 2021, that you can still get Advance Child Tax Credit payments.
