In the News: An Inverted Yield Curve: Is It Time to Panic?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains the significance of the recent yield curve inversion and what investors should do.
An Inverted Yield Curve: Is It Time to Panic?
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analyst Nick Antonucci, CVA, CEPA to take a deeper look at the significance of this week’s brief inversion of the yield curve, how high inflation may get, interest rates, and the possibility of a recession.
In the News: Considering paying cash for your house? Opt for carrying a mortgage instead
As seen in the Marietta Daily Journal, Bil Lako, CFP®, provides three solid reasons you shouldn’t pay cash for your house regardless of how much profit you made selling in this market.
Considering Paying Cash for Your House? Opt for Carrying a Mortgage Instead
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to look at a client situation where a couple was able to sell their home for an incredible profit; however, they’re looking to buy their new home with cash rather than a mortgage.
In the News: The Triple Tax Benefit of Health Savings Accounts
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains the triple tax benefit investors can get by using a Health Savings Account—including reducing your taxable income today!
The Triple Tax Benefit of Health Savings Accounts
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna L. Theriault, CFP®, CPA, CDFA®, and Associate Peter Lynch to cover the triple tax benefit investors can achieve using Health Savings Accounts (HSAs).
In the News: Are you receiving a fiduciary level of service?
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains fiduciary duty and which type of financial adviser is bound by it.
Are You Receiving a Fiduciary Level of Service?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and a Financial Planner to discuss why investors should know if they are receiving a fiduciary level of service when working with a financial adviser.
Henssler Financial Named a Winner of the Metro Atlanta Top Workplaces 2022 Award
With a people-centered culture, strong values, and confident leadership, employee feedback has garnered Henssler Financial another Top Workplaces award from The Atlanta Journal-Constitution.
In the News: Using diversification to reduce volatility in your portfolio
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while diversification cannot solve all your investment problems, it can go to great lengths in reducing the overall risk of investing.