Market Roundup: Despite Strong Start, Week Ends with Mixed Results
The major indices kicked off the week with gains, with the S&P 500 Index reaching its highest level since January. A strong second quarter earnings season led to the increase…
Market Update for August 2018
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss second quarter GDP, the low unemployment rate and the likelihood of an interest rate increase from the Fed.
In the News: Being Present When You Are Financial Planning
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why it is important for both spouses to develop a fundamental understanding of your finances should something happen to the other spouse.
Credit for Family and Medical Leave Benefits
The Tax Cuts and Jobs Act that was passed last year included a new tax credit for employers that allows them to claim a credit based on wages paid to qualifying employees while they are on family and medical leave. To qualify for the credit, an employer must have a written policy that provides at…
Should I close credit accounts with zero balances or leave them open?
It’s a good idea to close redundant or unused accounts you do not consider necessary. Here are a few reasons why: If credit is easily available, you may be tempted to use it. Any impulsive purchases could quickly mount up and result in serious debt problems. Open accounts may be used fraudulently if your account…
How Long Should You Hold On To Old Tax Records?
This is a common question: How long must taxpayers keep copies of their tax returns and supporting documents? Generally, taxpayers should hold on to their tax records for at least 3 years after the due date of the return to which those records apply. However, if the original return was filed later than the due…
How to Roll Over Your Employer Retirement Plan Assets
There are two types of rollovers: direct and indirect. A direct rollover is paid from your plan directly to your IRA or to your new employer’s retirement plan. The funds are never payable to you. An indirect (60-day) rollover is a payment made to you that you later roll over to an IRA or an…
Being Present With Your Financial Plan
This week on Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Associate Michael Griffin, CFP®, who bring a discussion on the importance of both spouses being involved in the financial planning process, and how important it is for both spouses to plan for retirement should something happen to the other.
Market Roundup: Second Quarter Earnings Boost Markets Up
The major indices ended trading down on Monday as Technology brands led decliners on the NASDAQ Composite. However, while stocks slipped, oil climbed. West Texas Intermediate crude jumped up 1.9% settling at $69.98 a barrel…
The Most Common Accounting Mistakes Small Business Owners Make and How to Avoid Them
Most small business owners are an expert in their field, but not necessarily in the accounting aspects of building a business. And, with this comes a few common mistakes. Yet, even simple small business accounting mistakes can prove to be financially limiting and costly down the road. With the help of an accounting professional, it…