In the News: Protection against a disability derailing your plan
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you shouldn’t count on Workers’ Comp or Social Security for a disability. You have to protect your earning power.
Protection Against a Disability Derailing Your Plan
Managing Associate K.C. Smith, CFP®, CEPA, and Senior Financial Planner Giuliana Barbagelata, CFP®, join” Chief Investment Officer Troy Harmon, CFA, CVA, to discuss how disability insurance can help protect your ability to earn a living. They cover employer group policies, own-occupation policies, and waiting periods before benefits begin.
In the News: Alternative investments: enhanced risk with potential for enhanced rewards
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how for accredited investors, there are instances where he finds value in alternative assets like hedge funds, private equity, and private credit.
Alternative Investments: Enhanced Risk with Potential for Enhanced Rewards
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Financial Planners Josh Weidie, CWS®, and Adam Stadalius, CFP®, to discuss alternative investment options, covering what type of investor they’re appropriate for and the risks involved, as well as the many different types of alternative investments.
In the News: Following the Ten Year Rule when Retiring in a Down Market
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can weather a recession during retirement.
Following the Ten Year Rule when Retiring in a Down Market
Chief Investment Officer Troy Harmon is joined by Senior Associate Michael Griffin, CFP®, and a Financial Planner to cover a situation with a couple of investors who retired last year and are concerned that the near 20% market drop has derailed their retirement plan.
Our Three Cents — Good Help is Hard to Find
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA of Henssler Financial delve into a common problem many small businesses are having with finding and retaining employees in the tight labor market, inflation that has skewed the value of nearly every product and service, and intense competition for workers has driven the average hourly wage up.
In the News: Deviating from an Adviser’s Recommendations
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that in managing your portfolio your adviser may make decisions that incur taxes or create losses. You must trust that your adviser is considering all options when recommending changes.
Deviating from an Adviser’s Recommendations
Chief Investment Officer Troy Harmon is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Melanie Wells, CFP®, to cover a situation where the investors are not following the advice laid out by their investment adviser. They discuss why the advice is designed for their circumstances and how not heeding the recommendations can put them behind.
In the News: Leaving your job? don’t forget to take your 401(k)
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why his default recommendation is almost always to roll your 401(k) to your new employer’s plan.