In this installment of Henssler Financial’s Money Wise series, Research Analyst Nick Antonucci, CVA, explains the basic concepts of how investment vehicles grow your money, the benefits of diversification, and the different asset classes for beginning investors.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to take a deeper look at a common investor sentiment about not keeping up with market performance. They discuss the faults with the S&P 500 index as a benchmark, the problems with chasing returns and portfolio risk.
In this episode of Casual Finance Friday, Research Analyst Nick Antonucci, CVA, gives you a crash course on what many deem as a boring asset class: bonds.
Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.
In this episode of “Casual Finance Friday,” Research Analyst Jacob Keen explains how economic moats can provide a margin of safety, stability, and often returns in excess of the cost of capital for your investments.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains that before you get wrapped up in the kids’ back-to-school excitement, tailgating and football season, you need to take the time to review your investments.
In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.
Henssler Research Analyst Nick Antonucci, CVA, explores some of the fees that investors may not know they are paying when they have their investments managed.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by his Research Analysts, Nick Antonucci, CVA, and Jacob Keen to take a deeper look into why companies buy back their stock, and what share buybacks mean for both the investors and the company.
