In the News: 2022 outlook includes inflation and rising interest rates
As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides investors insight on what to expect for 2022.
2022 Outlook Includes Inflation and Rising Interest Rates
The Henssler Research Analysts discuss what they believe 2022 holds for the stock market, as Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, examine inflation, government spending, performance concentration in a few stocks, and the chances of growth in 2022.
In the News: Starting the New Year on the right financial footing
As seen in the Marietta Daily Journal: Bil Lako, CFP®, provides some tips to get your financial New Year’s resolutions to stick.
Starting the New Year on the Right Financial Footing
Research Analyst Nick Antonucci, CVA, CEPA, Senior Associate Melanie Wells, CFP®, and a Financial Planner provide a list of financial moves for a couple of investors looking to start the new year on the right foot financially.
In the News: With multiple accounts, there is plenty of room for RMD errors
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
With Multiple Accounts, There is Plenty of Room for RMD Errors
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary.
In the News: It’s ill-advised to count on an inheritance to fund your retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
It’s Ill-Advised to Count on an Inheritance to Fund Your Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Josh Weidie, CWS®, to discuss a common fallacy among investors—that they can rely on an inheritance to fund their retirement. They discuss the average inheritance and some of the many ways an it could be significantly reduced before passing to the heirs.
In the News: Tax law changes escape infrastructure act, but remain in Build Back Better bill
As seen in the Marietta Daily Journal, Bil Lako, CFP®, covers the tax changes in the Nov. 5 Infrastructure Investment and Jobs Act, and what may be included in the Build Back Better bill.
Necessary Financial Planning Before Accepting an Early Retirement Offer
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Financial Planner Adam Stadalius, CFP® to discuss early retirement offers, and some of the benefits to look for in the severance package offered.