Five Things to Know Before Becoming a Landlord
Before you purchase an investment property or rent out your own home, make sure you understand what’s involved. We explain in this week’s Financial Tip.
Selling Investments and Reporting Cost Basis
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.
Meet the Experts: Scott Brown, CFS®
Henssler’s Senior Consultant Retirement Services, Scott Brown, CFS®, explains the benefits of working with Registered Investment Advisers.
Should I invest in stocks or mutual funds?
Henssler Research Analyst Jacob Keen answers our “Money Talks” question of the week, “Should I invest in stocks or mutual funds?”
In the News: Dr. Gene Henssler Makes Barron’s Annual List
MARCH 2019. KENNESAW, Ga.— Gene W. Henssler, Ph.D., was recognized by Barron’s Magazine “Top 1,200 Financial Advisors.” Barron’s published their annual state-by-state listing of financial advisors in the March 11, 2019 issue. “There are a lot of big names from big firms on this list,” said Henssler. “For an independent local firm to make a…
Key Financial Ratios for Small-Business Owners
Financial ratios are used to measure a business’s condition and performance. They can help you evaluate your organization’s financial status and rate of success. They are also used by those evaluating your business for potential investment or lending opportunities. Generally speaking, there are four categories of financial ratios: liquidity, profitability, activity, and leverage. Your balance…
In the News: Seniors Who No Longer Itemize May Benefit from Using QCDs
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how a qualified charitable distribution can provide a significant savings over giving to charity after tax, as charitable deductions are “below the line” deductions. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a…
What are DRIPs?
A DRIP automatically reinvests your shareholder dividends in more shares of the same company’s stock. When you are due a dividend, you are issued more shares of stock instead of a cash dividend payment. In some cases, the issuing company will cover the broker’s fees and may even provide the additional shares at a discounted…
Rental Owners! Guidance Related to the 20% Pass-Through Deduction
Ever since tax reform was passed, over a year ago, taxpayers have been uncertain whether rental property will be classified as a trade or business for purposes of qualifying for the new IRC Sec 199A 20% pass-through deduction (commonly referred to as the 199A deduction). Finally, on January 18, 2019, the IRS issued a notice…
Proxy Season Primer: Why Corporate Elections Matter to Investors
Investors who own shares of common stock have the right to vote in elections on certain corporate matters. Election outcomes can help determine the company’s short- and long-term profitability, and ultimately the stock price. The spring proxy season (generally April through June) is when many publicly traded corporations hold annual shareholder meetings. A smaller number…