Presidential Candidates Differ on Taxes in Several Key Areas
Tax Consultants from Henssler CPAs & Advisers join the show, taking a deep dive into the tax platforms of Democratic nominee Biden and incumbent Trump for the presidential election.
In the News: Growth and value – now is not the time to switch courses
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the bulk of the S&P’s recovery since the low in March has been generated by five stocks. What investors shouldn’t do is abandon a currently out-of-favor strategy for whatever is working right now—regardless of what type of stocks are in favor. Read the article here Disclosures: The…
Growth and Value – Now is Not the Time to Switch Courses
The “Money Talks” financial experts team up to discuss the difference between growth and value strategies and why an investor shouldn’t switch strategies mid-cycle.
In the News: Don’t lose sight of your sell strategy
In the Marietta Daily Journal, Bil Lako, CFP®, explains that when working with a financial adviser you define your fundamentals in an Investment Policy Statement. This includes your target asset allocation, your investment strategy, and the circumstances in which changes can be made to your portfolio, which includes your sell strategy. Read the article here…
Don’t Lose Sight of Your Sell Strategy
The “Money Talks,” financial experts team up to discuss the importance of establishing a sell strategy using a case study of a couple who frequently call their adviser asking if it is time to sell.
In the News: How to take advantage of the low interest rate environment
In the Marietta Daily Journal, Bil Lako, CFP®, explains how investors tend to grumble about low-interest-rate environments because we’re trained to think as savers. However, the reality is that there are beneficial moves investors can make to take advantage of low-interest rates. Read the article here Disclosures: The investments referenced within this article may currently…
In the News: A Tale of Debt, Deficit, and Inflation
In the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our federal debt and if we should be concerned about how the government spends. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be…
A Tale of Debt, Deficit, and Inflation
The “Money Talks” hosts take a listener’s question, “Should we be alarmed by federal debt?” and provide a deeper look at our national debt and how it is “offset” by GDP growth.
In the News: Refinance to avoid “house rich, cash poor”
In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.
Refinance to Avoid “House Rich, Cash Poor”
The “Money Talks” financial experts delve into a case study of a couple looking to create more liquidity in their plan to delay tapping their retirement funds. Refinancing their home might just do the trick.