Bil Lako, CFP®, explains that while a 401(k) is a solid start for retirement, investing doesn’t end there. you may also want to save for other goals, so you still need to understand what you’re doing.
What are you entitled to as a shareholder of a stock? We find out in this installment of Casual Finance Friday! Research Analyst Jacob Keen explains how to determine the value of a stock using price to earnings ratios, discounted cash flows, and dividing the PE by the company’s growth rate.
This week on “Money Talks,” it was an all research show as Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, and Jacob Keen, to discuss some investing basics for those looking to begin investing to grow their wealth.
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.
