In the News: Develop a Permanent Legacy with a Private Family Foundation
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how private family foundations create a giving legacy for wealthy families.
Developing Permanent Legacy with a Private Family Foundation
Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
Question of the Week: How do Bonds Pay Interest?
Henssler Research Analyst, Nick Antonucci, CVA, explains what bonds are, how they pay interest and why an investor may want to buy one.
Mid-Year Reviews Allow Investors to Get Back on Track
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
In the News: Dollar Cost Averaging During Market Highs
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market.
Dollar Cost Averaging During the Market Highs
Managing Associate Shawna Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Investments Troy Harmon, CFA, CVA, to discuss the financial concerns of a couple who are anxious about dollar cost averaging into the market while the market is at all-time highs.
Special Tax Strategy for Company Stock Could Save Tax Dollars
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
In the News: Alternative Investments for Average Investors
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Question of the Week: Buying or Leasing a Car
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 the News: Costly Mistakes can Happen when Experts do not Work in Concert
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.