President Trump’s seesawing tariff strategies are shaking up global trade, adding pressure to the markets. But before you let fear drive your investment decisions, take a step back. Volatility is normal, and history shows that staying the course can be the best move.
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions drive their decision-making. We’ll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high-quality companies can make a difference.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores lessons can individuals take from a U.S. sovereign wealth fund debate for their own financial planning.
Small Business Owners: Are You Missing Out on Tax Deductions? From everyday expenses to hidden opportunities, we’re breaking down the tax deductions you need to know. Don’t let the IRS keep what’s yours—learn how to bank that extra cash instead.
If you’re considering term life insurance, you might wonder: What happens to all the money I paid if I outlive the policy? With Return of Premium (ROP) term insurance, you could get some or all of your premiums refunded—tax-free! But is it worth the higher cost?
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explore the idea circulating in Washington of creating a sovereign wealth fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, and concerns that politically driven investments could distort market valuations.
Nobody wants to pay more taxes than necessary—so why let RMDs force you into it? In the Marietta Daily Journal, Bil Lako, CFP®, explains how Roth conversions before age 73 can be a game-changer, reducing taxes over your lifetime and growing wealth for your heirs.
Two out of three 401(k) participants have assets in a target-date fund, but many don’t fully understand how these “all-in-one” investments work. Before you set it and forget it, make sure your target-date fund aligns with your long-term plan.
The IRS is set to lay off 6,700 employees—right in the middle of tax season. Despite the staffing cuts, the IRS assures that tax filings will proceed as usual. But how will this really affect you?
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision.