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.
Over time, finances tend to get complicated, especially when you’re juggling multiple goals and accounts. Simplifying your finances may help free up more time to focus on your financial priorities.
The increase in popularity of online shopping means that cyber criminals and online scams are more prevalent than ever before.
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.
In this “Money Talks Minute” Bil Lako, CFP® explains that while rules of thumb are not bad, they are just not customized to the client, and investors could be missing out on opportunities.
If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will have a significant impact — positive or negative — on your credit history and credit score.
Senior Associate Michael Griffin, CFP®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to advise a couple who want to begin gifting their wealth to their nieces and nephews. With a wide range of ages and situations, the planners provide ways to make the most of their generous gifts.
There are a lot of seasoned investors out there who have made a lot of money on things like the stock market over the years. There’s a lot to be learned from Warren Buffett that you can put to good use moving forward.
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.
There’s no “right” answer for when to take Social Security. It’s an individual decision that must be based on many factors, including other sources of retirement income, your marital status, whether you plan to continue working, your life expectancy, and your tax picture.
