In the News: Alternative Investments for Average Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Henssler Financial Senior Associate, Jarrett McKenzie, CFP®, CWS®, addresses a “Money Talks” listener question on whether he should consider buying or leasing a car.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the different ways investors can invest in real estate, including rental properties, commercial real estate, REITs and limited partnerships.
You can make an impact by investing in companies with ethical and/or sustainable business practices. Learn all about them in this week’s Financial Tip.
Troy Harmon, CFA, CVA, K.C. Smith, CFP®, and Jarrett McKenzie, CFP®, CWS®, discuss a situation of an investor who decided to invest in a “Trump Portfolio” without consulting his financial adviser. They cover the excessive fees the investor paid and how he inadvertently put himself at risk because his investment created an overexposure in several holdings.
Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, build off of last week’s discussion reviewing the difference in fees between the broker-dealer and Registered Investment Adviser business models. They cover the services provided and how you can compare the two when shopping for a financial services solution.
If you leave your employer, you can roll over your 401(k). How you do it may have tax consequences. We explain in this week’s Financial Tip.
Managing Associate K.C. Smith, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS®, bring to the table a conversation on whether investors should really want to beat the market. They discuss risk exposure, long-term strategies and passive vs. active investing.
In today’s Marietta Daily Journal Bil Lako, CFP®, addresses concerns about investing in fixed income and the loss purchasing power because of inflation. Read the Article