What is Socially Responsible Investing?
Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term. We explain in this Question of the Week.
Financial Advisers—Taking a Comprehensive Approach
We discuss what expertise financial planners bring to the table other than planning for retirement. Many households have a combination of several moving parts that can benefit from financial coordination, including but not limited to the mortgaging of the house, saving for college, managing business assets, personal and business taxes, risk tolerances, debt, 401(k)s and other retirement accounts, and health insurance.
How Does Inflation Affect Me?
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.
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…
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
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.
Why China is a Big Risk to Global Markets
In this episode of Casual Finance Friday, Research Analyst Jacob Keen discusses why we’re seeing China in all of our financial headlines—from tariffs to devaluing their currency—China could affect the global growth story.
Unique Concentration Risk of Owning Company Stock
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.