Chief Investment Officer Troy Harmon, CFA, CVA, and Justin Wagner, AIF®, Client Relationship Manager for Retirement Services, deal with an investor who set his 401(k) and forgot about it for 13 years!
In this latest episode of Planning Priorities, we take a closer look at what you should do during market volatility. Should you sell now and reinvest in stocks later when things calm down?
If your holidays included a ring as a present—congratulations! However, disagreements about money are often a source of friction between couples. Learn how can you bridge that gap between your different styles of investing.
Maintaining an appropriate balance of stocks and bonds is one of the most fundamental concepts in constructing an investment portfolio. Balanced mutual funds attempt to follow a similar strategy, striving for a specific mix, such as 60% stocks and 40% bonds, within limits spelled out in the prospectus.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Clay Norman, CFP® to provide advice to two investors with lump sums they want to invest; however, they have very different planning needs.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his fellow Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the possibility of a recession, what this recession may look like, and what positions may work for investors.
It’s been a rough Fall for the stock market. So much so that you should probably carefully review your portfolio and other capital transactions to minimize gain or maximize losses for the year.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Associate Melanie Wells, CFP®, discuss a couple who cannot decide what to do in this volatile market—sell out and wait until it levels out or dollar cost average more into the market.
Many broad-based indexes, including the S&P 500, are weighted based on market capitalization, and that can affect performance when a heavily weighted sector suddenly falls out of favor.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch and Senior Financial Planner Clay Norman, CFP®, who come together to address a couple’s concerns about moving money into fixed-income investments. They explain fixed income’s role in a portfolio and laddering bonds.
