Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
Millennials, are you navigating your financial journey? Understanding key tax and personal finance topics like the time value of money, tax-deferred savings, student loan forgiveness, 529 plans, and HSAs is crucial secure your financial future.
Ever wonder what ‘the market is up/down’ really means? It’s often the Dow Jones Industrial Average or the S&P 500. But there are hundreds of indices! You can’t invest directly in them, but they’re great benchmarks for your portfolio.
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
Justin Wagner, AIF®, Client Relationship Manager – Retirement Services, explains the tax benefits received when contributing to your traditional 401(k) or Roth 401(k).
You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.
