Case Study: Not Every Fraud Attempt Comes with a Red Flag
The “Money Talks” hosts discuss the responsibilities of both the investor and the adviser when it comes to security and fraud attempts.
How Can I Manage My Money in a Gig Economy?
If you are one of the 16.5 million people who rely on contingent or alternative work arrangements, you need to pay close attention to your finances in order to make up for any gaps in earnings that may occur between jobs. We explain in this Question of the Week.
Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True
As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
Trade Negotiations Continue to Play a Major Role in the Domestic Economy
In today’s Marietta Daily Journal, Bil Lako, CFP® agrees May was a tough month for the market. He answers if this is a typical, “sell in May and go away” phenomenon or if is there something more to the decline.
I Just Graduated from College…How do I Manage My Personal Finances?
Though you may not have given much thought to your financial future when you were in college, you have new financial challenges and goals to consider. We guide you through some in this Question of the Week.
How Long Could it Take to Double My Money?
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
Tax Loss Harvesting – Grudge Match of the Century
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how 99% of the time, your financial consultants operate like a well-oiled machine. However, there is one practice where each of your advisers come with a different agenda: tax loss harvesting.
Tax Tips for IRA Owners
There are both opportunities and pitfalls for IRA owners, and while you definitely don’t want to get caught up in a pitfall, you may want to take advantage of the opportunities. We explain in this week’s Tax Tip.
What’s the real return on your investments?
When you calculate the real return on your investments, it’s important to take two important factors into consideration – taxes and inflation. We explain in this Question of the Week.
Case Study: Tax Loss Harvesting—Grudge Match of the Century
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.