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.
Sometimes a Yield Curve is Just a Snapshot of Rates at a Given Time
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, to discuss fiscal policy and what it may mean for our economy. They take a deeper look at the yield curve of U.S. Treasury bonds, and how close the curve has come to inverting.
Market Roundup: Lackluster Earnings Leads to Relatively Flat Week for Equities
Indices kicked off the last full week of April mixed with Dow Jones Industrial Average and the NASDAQ Composite ending the session fractionally lower while the S&P 500 index added marginal gains. Trading was fairly flat despite a variety of economic news.
Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter
It’s your money and your financial future you’re watching decline. Bil Lako, CFP®, explains that it’s the actions that you take during that volatility that define you as an investor.
I’m starting a new job. Which is better, an HMO or a PPO?
Having to choose between an HMO and a PPO? The differences come down to flexibility and cost. We explain in our Question of the Week.
Tax Reform Limits Exchanges to Defer Taxes
Section 1031 exchanges, also known as like-kind exchanges, are now limited to real estate. We explain in this week’s Business Tip.