Building a Resilient Portfolio: The Case for Diversification

Special guest Jacob Keen, CFA, Henssler’s Director of Investments, joins Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to take a deep dive into Henssler’s portfolio strategy, explaining how diversification plays a crucial role in managing risk.

Understanding Tariffs: Costs, Consequences, and the Bigger Picture

Watching the tariff war shift from day to day can give investors whiplash. On Henssler Money Talks, Nick Antonucci, CVA, CEPA, Director of Research, along with Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss what tariffs are, their potential impact on businesses and consumers, and the administration’s broader economic strategy. Are tariffs simply a tax on consumers, or are they a tool to encourage domestic production and strengthen the economy?

Tariffs: How They Work and Potential Economic Effects

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.

Riding Out the Storm: How to Handle Market Declines

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.

The Personal Finance Lessons Behind America’s Sovereign Wealth Fund Debate

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.

Three Market-Moving Economic Indicators to Watch

Three key reports—The Employment Situation, Gross Domestic Product (GDP), and Personal Income and Outlays—can significantly impact market performance. Understanding these reports can help you make informed financial decisions

September 2024 Market Minute

In this month’s Market Minute, we’re breaking down three key trends: Interest Rates, Jobs Market, and Consumer Spending. Watch for insights on how these could shape the economy!

August 2024 Market Minute

For August, the Henssler Research Analysts are closely monitoring signs of life from Small- and Mid-Cap stocks, the continuing tensions between China and Taiwan, and the earnings growth rate for second quarter that is on track to be the highest since late 2021.