As seen in the Marietta Daily Journal: Bil Lako, CFP®, whether you want hands-off portfolio management or a comprehensive plan for your retirement lifestyle, guidance from a financial adviser is essential. Let’s take the guesswork out of your golden years.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that many parents still support their adult children—often without realizing how much it adds up. But when that support impacts your retirement savings, it’s time to reassess.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that even the most talented players need a good coach. A college QB’s NIL misstep shows what happens without trusted advisers in your corner.
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains that you can’t fund retirement with a sneaker collection or Birkin bags but luxury items are still making headlines as “investments.” Bil digs into the hype vs. reality of collectibles as an asset class.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains when one stock or sector gets hit, the rest of your portfolio shouldn’t have to go down with it. Diversification isn’t just smart—it’s essential for long-term success and peace of mind.
From rising prices to reshoring jobs, Bil Lako, CFP®, explores the impact of tariffs on the U.S. economy. Read his breakdown in this week’s Marietta Daily Journal.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how the Ten Year Rule ensures that money you need in the next decade is secured in fixed-income investments, so you’re not forced to sell stocks at the wrong time.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that hype doesn’t equal success. From Japan stocks to the dot-com craze, history has many investment themes fizzle out. Instead of chasing the next big thing, focus on high-quality companies built to last.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market dips are nothing new—since 1928, we’ve seen 5% drops multiple times a year! But panic selling locks in losses. Instead, stick to your plan, focus on fundamentals, and trust your strategy.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores lessons can individuals take from a U.S. sovereign wealth fund debate for their own financial planning.
