Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, build off of last week’s discussion reviewing the difference in fees between the broker-dealer and Registered Investment Adviser business models. They cover the services provided and how you can compare the two when shopping for a financial services solution.
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article
Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to address a listener’s concern that following our Ten Year Rule would cause one to lose principal in terms of purchasing power. They discuss how the Ten Year Rule works in periods of recession and inflation, giving examples of how our investment strategy works.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains the main benefits of investing in mutual funds: diversification. Read the Article
Managing Associate K.C. Smith, CFP® and Senior Associate, Jarrett McKenzie, CFP®, CWS® explore the situation of a couple who are directing their investments into mutual funds. The experts discuss the benefits of mutual fund diversification, the fees associated with owning shares and some issues to watch out for.
In today’s Marietta Daily Journal: When dipping into principal, take from the portion that is protected from market fluctuations. Read the Article
In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the risks to tax loss harvesting and why you need an expert’s help. Read the Article
