Economic Growth Tempered by Inflation
The Henssler Research Analysts discuss how the market ended 2020 and what they expect for 2021. They discuss sector performance, the difference between growth and value stocks, and inflation.
Designing and Managing an Investment Portfolio
The “Money Talks” Experts look at an investor who has a healthy risk tolerance and wants to take advantage of the economic environment going into 2021. He wants to allocate a portion of his portfolio to tactical positions.
In the News: “Simple” division of assets can create larger estate plan issues
In the Marietta Daily Journal, Bil Lako, CFP®, explains while you may think assets are of equal value, cost basis, tax treatment, and how assets are titled can make them unequal gifts to your heirs.
“Simple” Division of Assets Can Create Larger Estate Plan Issues
The “Money Talks” hosts explore a client situation of a multigenerational home and the complicated estate plan they created where an “equal” division of assets may not be equitable.
In the News: Year-end financial moves you should make regardless of politics
In the Marietta Daily Journal, Bil Lako, CFP®, explains that as badly as you want to, you still can’t coast through the end of the year. There are financial moves that you should consider before you celebrate the end of 2020.
Year-End Financial Moves You Should Make Regardless of Politics
The “Money Talks” experts have a conversation on important financial moves investors and households can make before year-end—regardless of the political outcome.
In the News: ’Tis the season for giving
In the Marietta Daily Journal, Bil Lako, CFP®, explains that while giving comes from the heart, there are special tax advantages in 2020 for those making charitable donations. 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…
Proposed Equalizing of Tax Benefits for Retirement Plans
The “Money Talks” hosts discuss one of the tax proposals put forth by President-elect Biden and how it may affect retirement savings.
In the News: Asset allocation: Strategically planning with tactical moves
In the Marietta Daily Journal, Bil Lako, CFP®, explains your desire to make portfolio moves when you see potential changes on the horizon. Instead, he recommends a strategic bottom-up approach to your asset allocation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented…
Asset Allocation: Strategically Planning with Tactical Moves
The “Money Talks” experts discuss why your asset allocation should be strategically planned rather than influenced by the controlling party of Congress or the Oval Office.