This week, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®. Jim leads a discussion on long-term care insurance, and the options investors have when shopping for LTC coverage, including traditional carriers and hybrid policies.
U.S. stocks stepped up on Monday for the third straight session, on job data optimism. The previous Friday’s Employment Situation reported our labor market added 213,000 jobs in June. Stocks continued to rise the next day notching their seventh session of gains; however, the eight-day rally came to an end on Wednesday as indices slumped on concerns over escalating trade tensions.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that before you get wrapped up in the kids’ back-to-school excitement, tailgating and football season, you need to take the time to review your investments.
Years ago, to prevent parents from transferring their investment accounts into their children’s name to avoid taxes, Congress created what is referred to as the kiddie tax. This counteracted the strategy of taking income from the parents’ higher tax bracket and shifting it to their children’s lower tax bracket. The kiddie tax plugged that tax…
One way is to call your existing lender and try to negotiate a lower rate. Often, the threat of losing a customer and the associated income from your finance charges can inspire a card company to accept a lower interest rate and keep the relationship. Negotiation is most effective if you have a stable payment…
Many people had their first experience with saving for the future as children when they received a U.S. savings bond as a gift. Savings bonds are issued by the U.S. Treasury Department. However, unlike Treasury bills, notes, and bonds, they are not traded on the open market, and are sold almost exclusively to individuals. EE…
The week’s market action started with a late afternoon rally in U.S. equities on Monday after futures were pressured into the open with the S&P 500 Index finishing up 0.31%. Participation was broad, but led by Technology.
Henssler Research Analysts Nick Antonucci, CVA, and Jacob Keen, join Chief Investment Officer Troy Harmon to discuss the Fed funds rate increase from June, the tariff war with China and the yield curve.
In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change.
Most investors want to know what is driving the economy—where are we and where are we going? And, most importantly, what does this mean for the investor? While there are many moving parts to an economy, some of the catalysts that are affecting today’s economy include the Federal Reserve’s monetary policy, the U.S. government shutdown,…