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…
Building a Defensive Portfolio
Research Analyst Nick Antonucci, CVA, CEPA, discusses downside protection and what investors may want to consider if they seek to reduce the magnitude of a significant market decline in this episode of Casual Finance Friday.
Liquid Investment Options for Your Emergency Reserves
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
Liquid Investment Options for Your Emergency Reserves
This week on “Money Talks,” your hosts delve into a couple’s situation where they are increasing their emergency reserve and want to protect the purchasing power of their liquidity. The planners discuss why it may not be best to chase the highest yield and the different cash equivalents for short-term money.
Portfolio Allocation When A Recession is Around the Corner
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
How do I construct an investment portfolio that’s right for me?
Before you start putting together an investment portfolio, you should consider a few of these well-recognized guidelines. We explain in this Question of the Week.