In the News: Stock market and economy not as disconnected as they seem
As seen in the Marietta Daily Journal, Bil Lako, CFP® explains why you might be seeing a disconnect between a rallying stock market and a struggling economy.
Stock Market and Economy Not as Disconnected as They Seem
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Roger Tutterow, Ph.D., Henssler’s Chief Economic Adviser, to explore what seems to be a disconnect between a booming stock market and an economy struggling with labor shortages and inflation.
In the News: Retirement liquidity: Bonds or dividends?
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that saving for retirement only takes discipline. Spending retirement funds involves more variables, more flexibility and more emotions—especially when it comes to spending principal.
Retirement Liquidity: Bonds or Dividends?
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
In the News: Roth IRA conversions seem straightforward, but devil in the details
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that while Roth conversions are a very useful strategy, whether it is a good decision for you is very dependent on your situation.
Roth IRA Conversion Seems Straightforward, but Devil is in the Details
Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA.
In the News: Is cash king? Depends on your needs
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it is very likely that many investors are sitting on a lot of cash. He explains what to do with it.
Is Cash King? Depends on Your Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.
No Single Solution to Maximize Inherited IRAs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs.
In the News: Starting your financial journey over after a divorce
This week in the Marietta Daily Journal, Bil Lako, CFP®, explains even if divorce happens to you later in life, there is still time to recover and take control of your finances with the help of a trusted adviser. Read the article here. Disclosures: The investments referenced within this article may currently be traded by…