Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion. Advisors label as aggressive or risky an investment that has been prone to wild price gyrations in the past. The presumed uncertainty and unpredictability of this investment’s future performance…
Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for college or a house, building an emergency fund, or providing current income.* Mutual funds offer a convenient way to participate in a broad range…
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how the Federal Reserve’s monetary policy, the U.S. government shutdown, and the ongoing trade war with China are affecting our economy. Read the Article This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to…
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the deterioration of the market in December, current economic fundamentals and the tightening of financial conditions. They also cover what they expect for 2019.
Henssler Research Analysts Jacob Keen and Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA to discuss the chances of an interest rate increase in December and the effects rates are having on the bond market. They also talk about current valuations in the market both on a price-to-earnings basis and a price-to-sales…
How does one account for market return when building a portfolio? Bil Lako, CFP® says ask yourself, “What is your overall tolerance for risk?” and then build the portfolio from there.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Research Analyst Jacob Keen and Associate Peter Lynch to cover a common concern among investors regarding expected market return considering where we are in the economic cycle and the market valuations.
Indices ended trading with mixed moves on Monday. The Dow Jones Industrial Average and the S&P 500 Index both shed points, led lower by Financials, Healthcare, and homebuilder stocks. Technology sector stocks led advancers on the NASDAQ Composite…
Indices kicked off Monday in the red zone after a day of choppy performance. Despite the volatility, some major sectors made progress, as investors saw solid gains in Consumer Discretionary and Utilities. In economic news, U.S. retail sales rose 0.1% in September…
This week on “Money Talks,” it was an all research show as Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss some investing basics for those looking to begin investing to grow their wealth.
