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.
Diversifying an Investment Portfolio with Real Estate
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.
Investing that Makes an Impact
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.
Let Your Adviser Know About Outside Invested Assets so They can Properly Plan for You
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.
Breaking Down the Business Model Behind Financial Advice
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.