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.
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.
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Adam Stadalius, CFP®, team up to cover a case study on diversifying a portfolio versus chasing returns.
MARCH 2022. KENNESAW, Ga.—The independently operated advisory firm survived the unprecedented pandemic years stronger, smarter, and more prepared as they celebrate 35 years in business.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains why some seniors are seeing an income-related monthly adjustment amount added to their Medicare premiums.
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, address how some seniors may face Income-Related Monthly Adjustment Amounts to their Medicare Premiums and provide some perspective when dealing with the additional cost.
On January statements, custodians likely notified investors of their account balances as of Dec. 31 and provided a calculation of the RMD for the year. Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Melanie Wells, CFP®, and a Financial Planner to share four important rules to remember when planning your required minimum distributions.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Giuliana Barbagelata, CFP®, discuss a situation where an investor never designated a beneficiary for his IRA, and now his heir must deal with the estate.
As seen in the Marietta Daily Journal: Bil Lako, CFP®, takes time to explain why keeping track of your cost basis is so important—it can radically affect what you may pay in taxes!
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Senior Financial Planner Josh Weidie, CWS®, team up to cover a listeners’ situation involving cost basis of her stocks and why it is important to track the cost basis of your investments.
