Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Peter Lynch to discuss a common problem many families can have: lack of liquidity in an estate. They discuss ways to get liquidity and how planning is essential to pass assets and property to heirs.
Indices closed the session with mixed moves on Monday, as the Dow Jones Industrial Average and S&P 500 Index closed with gains while the NASDAQ Composite shed some points. Overall, stocks gained on news that White House trade officials have reached an agreement with Canada to revamp NAFTA…
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the Fed’s interest rate increase in September, how Hurricane Florence affected the market, and October’s economic outlook.