New Year: Time to Get Your Financial House in Order

Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss a common trend at the beginning of the year: getting one’s financial house in order. They discuss the ideal debt-to-income ratio, how it affects your ability to get a mortgage, and how to improve your debt-to-income ratio.

Is it possible to recession-proof your portfolio?

In today’s Marietta Daily Journal, Bil Lako, CFP®, answers the question, “Given the current market, it is possible to “recession-proof” your portfolio?” Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may…