Understanding Tariffs: Costs, Consequences, and the Bigger Picture
Watching the tariff war shift from day to day can give investors whiplash. On Henssler Money Talks, Nick Antonucci, CVA, CEPA, Director of Research, along with Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss what tariffs are, their potential impact on businesses and consumers, and the administration’s broader economic strategy. Are tariffs simply a tax on consumers, or are they a tool to encourage domestic production and strengthen the economy?
In the News: 10 years, 10 percent returns: The strategy that outlasts most market cycles
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how the Ten Year Rule ensures that money you need in the next decade is secured in fixed-income investments, so you’re not forced to sell stocks at the wrong time.
10 Years, 10% Returns: The Strategy That Outlasts Most Market Cycles
Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.
In the News: Hot trends or lasting value? The truth about thematic investing
As seen in the Marietta Daily Journal: Bil Lako, CFP® explains that hype doesn’t equal success. From Japan stocks to the dot-com craze, history has many investment themes fizzle out. Instead of chasing the next big thing, focus on high-quality companies built to last.
Hot Trends or Lasting Value? The Truth About Thematic Investing
From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, look back at momentous investment fads, how they’ve performed, and what investors can learn from the hype cycles.
In the News: Riding out the storm: How to handle market declines
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how market dips are nothing new—since 1928, we’ve seen 5% drops multiple times a year! But panic selling locks in losses. Instead, stick to your plan, focus on fundamentals, and trust your strategy.
Riding Out the Storm: How to Handle Market Declines
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions drive their decision-making. We’ll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high-quality companies can make a difference.
In the News: The personal finance lessons behind America’s sovereign wealth fund debate
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores lessons can individuals take from a U.S. sovereign wealth fund debate for their own financial planning.
The Personal Finance Lessons Behind America’s Sovereign Wealth Fund Debate
The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explore the idea circulating in Washington of creating a sovereign wealth fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, and concerns that politically driven investments could distort market valuations.
In the News: Pay now, save later: A case for Roth conversions in retirement
Nobody wants to pay more taxes than necessary—so why let RMDs force you into it? In the Marietta Daily Journal, Bil Lako, CFP®, explains how Roth conversions before age 73 can be a game-changer, reducing taxes over your lifetime and growing wealth for your heirs.