Equity Investment Selection

Investment Selection

Henssler Financial follows a strict investment philosophy for all investors. When it comes to equity investments, we suggest only investing money you will not need within the next 10 years in high quality, individual common stocks that fall within a strict investment criteria. For more details on how we choose individual common stocks, read this Financial Tip.

The Investment Interest Deduction: Will You Get Your Deduction This Year? Margin Account Holders May Be In For a Surprise

Tax

The Internal Revenue Code allows investors to borrow money to make an investment, and to deduct that interest to the extent of their net investment income. However, many investors find that their investment income is treated as Qualified Dividend Income, which receives preferential tax treatment. For more information on why these investors cannot take an investment interest deduction, read this C.P.A. Insight.