Estate Planning: Bypassing Probate
Despite its reputation, there is little reason for most people to avoid probate. However, be aware that the average process takes six to nine months to complete. Learn more in this Financial Tip.
Market Update for May 2018
Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, review April’s market highlights and provide their insight for May, including why they’re watching inflation and interest rates closely.
Often Stock Buybacks are a Vote of Confidence from Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research Analysts, Nick Antonucci, CVA, and Jacob Keen to take a deeper look into why companies buy back their stock, and what share buybacks mean for both the investors and the company.
Market Roundup: Large-Cap Stocks Close the Week Down
The major indices started the week on a low note as stocks traded lower on a variety of economic news. Crude oil prices ticked up settling at $68.57 a barrel, which caused energy stocks to decline. Trading was mixed on Tuesday with the Dow Jones Industrial Average closing lower.
How can I get credit if I have no credit history?
You need credit but you have no credit, so no one will extend you credit. There are ways out of this vicious cycle that will help you build a good credit history. Learn more in this Question of the Week.
Diversification
Henssler Financial Research Analyst Jacob Keen takes a moment to explain why diversification in your portfolio is so important.
In the News: Sometimes a yield curve is just a snapshot of rates at a given time
Bil Lako, CFP®, explains how one leading economic indicator doesn’t always mean the economy is doomed.
Read more in today’s Marietta Daily Journal.
What Makes a Great CEO? Personality, Perseverance and Perspective
Being an efficient CEO involves a lot more than just “having a vision” or “barking orders.” Learn the three “P’s” of great leadership in this week’s Business Tip.
Cryptocurrencies and Taxes
Just because your cryptocurrency is anonymous doesn’t mean you may not owe taxes on your investment or transactions. We explain in this week’s Tax Tip.
The College Landscape After Tax Reform
Despite proposals to the contrary, the tax reform law did not radically change the tax breaks for higher education. Read the changes that were made in this week’s Financial Tip.