In the Marietta Daily Journal, Bil Lako, CFP®, explains that the benefit of considering a Roth conversion during times like this is that investors can take high-quality holdings that have recently suffered and convert a significant amount of those positions to after-tax savings. Read the article here Disclosures: The investments referenced within this article may…
In the Marietta Daily Journal, Bil Lako, CFP®, takes a look at the differences that the presidential candidates have on tax laws. While politics might be red or blue, money is green. As taxes influence your bottom line, you should pay attention to the presidential tax platforms during an election year. Read the article here…
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…
SEPTEMBER 2020. KENNESAW, Ga.— Henssler Financial remains one of Atlanta’s largest independent financial advisory firms, earning a place on the Atlanta Business Chronicle’s lists of Atlanta’s 25 Largest Financial Planning & Advisory Firms and Atlanta’s 25 Largest Money Managers. Published in the September 11-17, 2020 edition of the paper, advisory firms on the Financial Planning…
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…
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 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…
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.
In the Marietta Daily Journal, Bil Lako, CFP®, explains why Substantially Equal Periodic Payments plans are very circumstantial and require a very specific set of variables to work for an investor’s situation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled…
In the Marietta Daily Journal, Bil Lako, CFP®, takes a close look at second-quarter GDP and how the economy looks going forward. 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 reliable and current, but accuracy…
