Despite proposals to the contrary, the tax reform law did not radically change the tax breaks for higher education. Read the changes that were made in this week’s Financial Tip.
It’s your money and your financial future you’re watching decline. Bil Lako, CFP®, explains that it’s the actions that you take during that volatility that define you as an investor. Read more in today’s Marietta Daily Journal This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular…
Henssler Financial Principal, Bil Lako, CFP®, explains the firm’s comprehensive financial planning strategy, The Ten Year Rule. Henssler recognizes that every client has different liquidity needs, goals and attitudes toward risk, and our Ten Year Rule allows us to treat each and every client on an individual basis. hensslervideo_personal_finance
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that during volatile market movements, you don’t have to change your portfolio, but you do have an opportunity to use volatility to your advantage. Read the Article
Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss how the current volatility in the market presents planning opportunities for investors who follow the Ten Year Rule.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why a stock market decline isn’t necessarily a bad thing. Read the Article