How Does Inflation Affect Me?
If you’re saving for any long-term goal, inflation can have an impact. We explain how inflation affects you in this Question of the Week.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
In today’s Marietta Daily Journal, Bil Lako, CFP® discusses the planning issues involved when you receive restricted stock as part of your compensation package.
The Win-Win Scenario of Restricted Stock Comes with Major Caveats
Restricted stock is a powerful part of compensation packages, tying your success to your company’s growth. Careful financial and tax planning can maximize the benefits and minimize the risks.
Exchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True
As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
How Long Could it Take to Double My Money?
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
Tax Loss Harvesting—Grudge Match of the Century
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
Why China is a Big Risk to Global Markets
In this episode of Casual Finance Friday, Research Analyst Jacob Keen discusses why we’re seeing China in all of our financial headlines—from tariffs to devaluing their currency—China could affect the global growth story.
Unique Concentration Risk of Owning Company Stock
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.
Unique Concentration Risk of Owning Company Stock
The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.
Why Do Our Brains Make Bad Financial Decisions?
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you can’t depend on your fight or flight instinct when it comes to making financial decisions. Read the Article 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…