Economic Moats
In this episode of “Casual Finance Friday,” Research Analyst Jacob Keen explains how economic moats can provide a margin of safety, stability, and often returns in excess of the cost of capital for your investments.
Have You Made Any of These Financial Mistakes?
Your 20s 1. Living beyond your means. It’s tempting to splurge on gadgets, entertainment, and travel, but if you can’t pay for most of your wants up front, then you need to rein in your lifestyle, especially if you have student loans to repay. 2. Not paying yourself first. Save a portion of every paycheck first…
Tax Benefits of Homeownership After Tax Reform
In addition to the below, there may also be tax benefits under state law. Mortgage Interest Deduction One of the most important tax benefits of owning a home is that you may be able to deduct the mortgage interest you pay. If you itemize deductions on your federal income tax return, you can deduct the…
Building Confidence in Your Strategy for Retirement
Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today’s workers (perhaps because “retirement” is less of an abstract concept to those actually living it).…
Tariffs and Trade Wars—Part of Finding a Long-Term Solution
Chief Economic Adviser Roger Tutterow, Ph.D., joins Troy Harmon, CFA, CVA, and Jarrett McKenzie, CFP ®, CWS ®, to lend his expertise to a discussion on the escalating trade war and the tariffs that the Trump administration has placed on many Chinese goods.
Market Roundup: Bearish Week Ends With Mixed Results Despite Strong GDP
Stocks opened the week lower but managed to gain some ground in the afternoon. At the end of the trading session, the Dow Jones Industrial Average was down roughly 0.14%, while the S&P 500 Index was up 0.05% and the NASDAQ Composite was higher by 0.22%. The major indices were mixed again the following day as the Dow and S&P ticked up while the NASDAQ closed fractionally in the red.
Valuing a Privately Held Business: What Does it Cost?
In this episode of “Planning Priorities” Henssler Financial’s Chief Investment Officer, Troy Harmon, CFA, CVA, explains the three ways a privately held business can be valued.
In the News: Mid-Year is the Time to Factor in Tax Reform Changes
In today’s Marietta Daily Journal, Bil Lako, CFP®, tells homeowners and investors how to carefully consider the tax reform changes and plan now to avoid surprises next April!
Selling Your Business to Nonfamily
When you sell your business to a family member, your objective may be to keep the business within the family and make it as easy as possible for your relative to make the purchase. When you sell your business to nonfamily, however, your primary objective may be to get the highest possible price for the…
What expenses are included in the annual cost of college?
To the federal government the annual cost of college means the cost of attendance. Twice per year, the federal government calculates the cost of attendance for each college, adjusts the figure for inflation, and, if you or your child is applying for financial aid, uses this number to determine the financial need. Five categories of…