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Daily Archives: June 25, 2018

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Creating a Philanthropic Legacy with an Income Stream for You

Case Study, Personal FinanceBy Henssler FinancialJune 25, 2018

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.

Market Roundup: Indices Close Week Flat to Lower on Trade Fears

Economy/Stock MarketBy Henssler FinancialJune 25, 2018

The U.S. Markets started out the week on a mixed note on continuing trade tensions between the U.S. and China. The Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ Composite ended fractionally positive. West Texas Intermediate crude oil increased, settling at $65.85 a barrel, and Energy stocks stepped up as a result.

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