Best investments to own coming out of a recession | Bankrate
Sam Davis, CFP, financial advisor at TBH Advisors, shares insight with James Royal at Bankrate on the best investments to own following a recession. “The best types of investments coming out of a recession tend to be assets that were most sensitive to that particular economic downturn. In the Great Financial Crisis, investors that stepped […]
6 Things Wealthy Boomers Must Do Before They Retire | GOBankingRates
Dillon Haviland, CFP and financial advisor at TBH Advisors, connects with Cynthia Measom at GoBankingRates about what wealthy boomers need to consider before retirement, highlighting eldercare expenses as a main area of focus. “Eldercare and assisted living costs have been and will continue to rise, so for people who have the means to do so […]
Best 5-Year CD Rates for October 2023 | The Wall Street Journal’s Buy Side
Dillon Haviland, financial advisor and certified financial planner at TBH Advisors, speaks with reporter Martha White about the best five-year CD rates for October 2023. “Having those CDs locked for a longer duration benefits clients who are a little skittish about the long-term outlook of the markets and the economy in general. For that five-year […]
6 tips for advisors to help rich young athlete clients with NIL | Financial Planning
Phil Reynolds, managing member at TBH Advisors, speaks with Financial Planning’s Victoria Zhuang about tips for advisors supporting clients with NIL deals. “The key point is understanding the terms of the deal: What responsibilities must the athlete fulfill, to receive the promised compensation? Obligations could include anything from creating social media posts to attending meet […]
U.S. stocks end lower after Fed leaves interest rates unchanged, signals another rise possible | MarketWatch
Frances Yue at MarketWatch turns to Travis Anderson, managing partner at TBH Advisors, to discuss the recent market activity following the Fed’s decision to not raise interest rates this month. “I think that the stock market is getting used to the expectations that rates are gonna be higher for longer,” says Anderson. Read the Article
August CPI Report: What the Experts Are Saying About Inflation | Kiplinger
David Merrell, founder of TBH Advisors, speaks with Kiplinger’s Dan Burrows about August CPI data and what it means for inflation. “Inflation continues to be sticky. The surge in headline CPI, which includes food and energy prices, from 0.2% to 0.6% month-over-month and 3.7% from 3.2% year-over-year, is concerning. Observers tend to discount headline CPI […]
Almost All Workers Should Contribute to Roth Accounts. Here’s Why. | Barron’s
David Merrell, founder of TBH Advisors, speaks with Elizabeth O’Brien of Barron’s about why employees should contribute to Roth accounts. “If you don’t need to maximize your current income, make post-tax contributions. If you need to squeeze every penny from your paycheck, then it makes sense to take the tax break on traditional retirement account […]
Stock-market investors celebrate soft data. Here’s when bad economic news becomes bad news for Wall Street. | MarketWatch
David Merrell, founder of TBH Advisors, speaks with Frances Yue of MarketWatch about when bad economic data becomes bad for Wall Street too. “Inflation overall has been trending down nicely. But if it starts to kick back up, that could mean bad news becomes bad news now,” explains Merrell. Read the Article
Employee Stock Ownership Plans In IRS Crosshairs | Financial Advisor
Brett Walters, financial planner at TBH Advisors, speaks with Jeff Stimpson at Financial Advisor about the IRS’ plans for employee stock ownership plans and what that can mean for workers. “Flush with new funding and certainly cognizant of the massive fiscal budget deficits, the IRS is very interested in what they deem may be low-hanging […]
