Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
The Dow Jones Industrial average kicked off the week closing at an all-time high for the 12th consecutive day on Monday, while the S&P 500 hit a new record level. The NASDAQ also eked out a gain.
In today’s Marietta Daily Journal: Companies can use SERPs to provide benefits over and above an executive’s compensation package. Read the Article
QuickBooks Online’s custom fields and classes help you shape it to meet the specific needs of your business. Learn how in this week’s Business Tip.
Congratulations! Kennesaw State’s SMIF team takes top honors in the CFA institute Research Challenge Southern Classic! Four of the team members served as interns in Henssler’s Research Department. Read the Article
There are several reasons insurance companies may attempt to deny paying a claim for the death benefit. We explain some in this week’s Insurance Tip.
Confused about different types of student loans? We break it down in an easy comparison chart! Learn more in this week’s Financial Tip.
Don’t be a victim of unscrupulous predators this tax season. Learn how to detect a scam in this week’s Tax Tip.
Insurance expert Jim Crone, CFS®, CLU®, joins Director of Research Troy Harmon, CFA, CVA, to review a solution Jim developed for a company using company-owned life insurance to fund a nonqualified compensation plan for a top executive.
The markets were closed Monday, in observance of Presidents’ Day; therefore the week’s rally kicked off Tuesday, when all 11 sectors in the S&P 500 increased, led by gains in Real Estate, Utilities and Consumer Staples.