Planning Priorities: The Ten Year Rule
Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.
Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.
Bitcoin Demystified
Henssler Financial’s Chief Investment Officer, Troy Harmon, CFA, CVA, breaks down Bitcoin and explains the appeal, the cons that come with cryptocurrency and where we stand on the Bitcoin craze. hensslervideo_investments
Bitcoin—It’s Still Speculation
This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, for the big discussion on Bitcoin, including what it is, what it isn’t in our opinion, and whether or not investors should add bitcoin to their portfolios.
Sudden Wealth
We all dream about winning Power Ball, but a significant financial windfall is not as simple as deciding how to spend the money. We explain in this week’s Financial Tip.
Questions to Ask Before Buying That Thing You’ve Always Wanted
Yes, you want that Porsche. But before you fork over thousands of dollars, ask yourself a series of questions to help you decide if the purchase is really worth it. Learn more in this week’s Financial Tip.
In the News: A Concentrated Position can be Detrimental to Your Portfolio
Bil Lako, CFP® explains that you actually want to owe a lot of tax on your investment portfolio because that means you’re making a lot of money.
A Concentrated Position Can Be Detrimental to Your Portfolio
Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss investors who hold on to a concentrated stock position because they don’t want to pay taxes on the gains. They look at General Electric as a current example, and how a concentrated position can be detrimental to your overall portfolio.
What Does Your Capital Cost?
Managing Associate Shawna Theriault, CFP®, C.P.A., joins hosts Bil Lako, CFP® and Troy Harmon, CVA, CFA, in a discussion on how business valuations are often needed during a divorce to ensure the division of a jointly owned business is equitable when it comes to future cash flow. Troy explains how cash flow is determined by the cost of capital.
Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
Ever hear “Too much of a good thing?” It’s true for a lot of things, including company stock you own. We explain in this week’s Financial Tip.