Mar252025

10 Years, 10% Returns: The Strategy That Outlasts Most Market Cycles

Case Study, Featured, Investment Selection, Personal Finance

Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.

Mar182025

Hot Trends or Lasting Value? The Truth About Thematic Investing

Case Study, Featured, Investment Selection

From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? 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®, look back at momentous investment fads, how they’ve performed, and what investors can learn from the hype cycles.

Mar112025

Riding Out the Storm: How to Handle Market Declines

Case Study, Economy/Stock Market, Featured, Investment Selection, Personal Finance

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.

Mar42025

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

Case Study, Economy/Stock Market, Featured, Personal Finance

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.