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.

Feb182025

The Best Time of Year to Take Your RMD? It Depends on Your Goals

Case Study, Featured, New Year/End of Year, Retirement

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®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it’s better to take them at the beginning of the year, spread them out over time, or wait until year-end.

Feb112025

The Hidden Perks of a Financial Adviser: Spotting Scams Before They Happen

Case Study, Cybersecurity, 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®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats.