Understanding the Taxation of Cryptocurrency Transactions
If you have purchased, owned, sold, gifted, made purchases with, or used cryptocurrency in business transactions, there are certain tax issues you need to know about.
Mitigating Sequence Risk With the Ten Year Rule
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it.
Company Stock and Your Retirement Strategy
Holding more than 10% to 15% of your assets in company stock could upend your retirement strategy if the stock suddenly declines in value.
Retirement Liquidity: Bonds or Dividends?
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
Is Cash King? Depends on Your Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.
A Steady Strategy
No matter how much you try to make objective decisions, you may be tempted to guess at market movements. One approach that should alleviate the guesswork is dollar-cost averaging.
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
Corporations sell bonds to finance operating cash flow and capital investment. Corporate bonds usually offer higher interest rates—and are subject to more risk—than U.S. Treasury securities with comparable maturities. Investors who rely on corporate bonds for retirement income, or to help temper the effects of stock market volatility, should consider the degree of risk they are willing to accept in their bond portfolios.
“Sell in May and Go Away” is just Quack
The “Money Talks” Experts discuss how it is more important to follow your long-term financial plan than to follow investment idioms like, “Sell in May and go away.”
In the news: Investing through inflationary times
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how inflation should be considered when investing.
4 Investment Concepts You Need to Know
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.