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Daily Archives: July 3, 2017

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  4. 03

Controlling Your Wealth Once You’ve Passed

Case Study, EstateBy Henssler FinancialJuly 3, 2017

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Director of Research Troy Harmon, CFA, CVA, discuss the use of trusts to control your wealth from beyond the grave. They cover the possibilities as well as the drawbacks to doing so.

Market Roundup: Down Week for Stocks as Tech Sector Stumbles

Economy/Stock MarketBy Henssler FinancialJuly 3, 2017

Investors turned to more defensive stocks like utility companies and other dividend-paying shares, which led the S&P 500 Index to slight gains on Monday. Technology shares led Tuesday’s downswing as the Dow Jones Industrial Average and the S&P 500 saw their biggest daily declines in more than a month.

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