Investing in Stocks and Mutual Funds
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Individual bonds have set coupons and maturities, while funds pay distributions based on market conditions. Understanding these nuances can help you make informed investment decisions.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to provide some tips for investors fretting about how the November election will affect their portfolios.
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
Unlocking the investor’s mind: how personality shapes wealth outcomes! Are you an adventurous risk-taker or a cautious planner? Find out more!
You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.
Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule.
Bonds are generally considered to have lower risk than stocks, but they are not without risk. In fact, bonds are subject to multiple risks.
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession.