Special guest Jacob Keen, CFA, Henssler’s Director of Investments, joins Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to take a deep dive into Henssler’s portfolio strategy, explaining how diversification plays a crucial role in managing risk.
From rising prices to reshoring jobs, Bil Lako, CFP®, explores the impact of tariffs on the U.S. economy. Read his breakdown in this week’s Marietta Daily Journal.
Owe taxes but can’t pay by April 15? You’re not alone! From IRS payment plans to home equity loans, there are several options to avoid penalties and interest. Learn how to manage your tax bill and stay ahead of the game
The S&P 500 entered correction territory in mid-March as trade tensions escalate and businesses brace for higher costs. See how shifting tariff policies are rattling the markets and what it could mean for investors.
Watching the tariff war shift from day to day can give investors whiplash. On Henssler Money Talks, Nick Antonucci, CVA, CEPA, Director of Research, along with Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss what tariffs are, their potential impact on businesses and consumers, and the administration’s broader economic strategy. Are tariffs simply a tax on consumers, or are they a tool to encourage domestic production and strengthen the economy?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how the Ten Year Rule ensures that money you need in the next decade is secured in fixed-income investments, so you’re not forced to sell stocks at the wrong time.
Investor demand for ETFs has skyrocketed, with over $10 trillion invested by the end of 2024. But what sets them apart from mutual funds? From lower costs to tax efficiency and trading flexibility, ETFs offer unique advantages that investors are taking notice of.
For small businesses, tax season can feel like walking a tightrope—balancing operating expenses while preparing for tax payments. The key? Strategic cash flow management. Smart planning can turn tax season from a headache into an opportunity.
Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that hype doesn’t equal success. From Japan stocks to the dot-com craze, history has many investment themes fizzle out. Instead of chasing the next big thing, focus on high-quality companies built to last.