As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that fixed-income investments are designed to protect principal, and that equities, over the long term, should outpace inflation.
Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage jumped from around 3.2% at the beginning of 2022 to 5.3% in mid-May, the highest level since 2009. This rise was sparked by the Federal Reserve’s commitment to raise the federal funds…
For the month of June, our Research Analysts are anticipating a interest rate increase during the June Federal Open Market Committee meeting, monitoring the consumers’ health, and watching how much further Technology sector stocks may fall.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Logan Daniel, CFP®, CRPC®, to look at how inflation affects retirement spending and investment allocation.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that depressed account balances may provide an opportunity for investors to convert traditional retirement accounts to Roth IRAs.
The IRS has released the 2023 contribution limits for health savings accounts (HSAs), as well as the 2023 minimum deductible and maximum out-of-pocket amounts for high-deductible health plans (HDHPs).
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for conversion.
The Our Three Cents hosts Troy, Nick, and K.C. of Henssler Financial cover 14 areas you need to consider when planning your business exit strategy, including understanding your exit options, preserving your wealth and getting a baseline business valuation.
In this “Money Talks Minute” Bil Lako, CFP®, explains how every phase of life has its own unique financial challenges. Starting a family is an expensive commitment.
Survey says: Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a comfortable retirement. See if your long-term financial-planning priorities are in line.