Q&A Time: Annuities for Retirement and a 401(k) after Losing Your Job
The “Money Talks” experts answer listeners’ questions on using an annuity for retirement and what happens to your 401(k) when you lose your job.
Money Talks – August 25, 2018
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Managing Associate and Principal Jennifer J. Thomas, CFP®, and Tax Consultant Jessie Thomas, C.P.A., to discuss the new record our current bull market reached, the week’s performance flirting with the market high from January 2018 and economic reports,…
Market Roundup: Green Week as Markets Hit Bull Market Record
Stocks posted gains on Monday despite news that consumer confidence is on the wane. In a preliminary reading for August, the University of Michigan Consumer Sentiment Survey slipped to 95.3 from 97.9 in July. With second-quarter earnings season mostly in the rearview mirror, the major U.S. equity indices spent the day’s session in the green.…
Managing RMDs When You Don’t Need it to Pay for Living Expenses
Senior Managing Associate and Principal Jennifer J. Thomas, CFP® and Tax Consultant Jessie Thomas, C.P.A. join Chief Investment Officer Troy Harmon, CFA, CVA for a discussion on planning for the first required minimum distribution from tax deferred retirement accounts at age 70 ½.
Q&A Time: Classic Advice and Tax Advantages of Homeownership
The “Money Talks” experts address listeners’ questions by providing some classic Henssler examples of why we believe you shouldn’t time the market and why an investor should start saving as early as possible. They also provide a couple with the reason homeownership is still a tax-advantaged decision after tax reform.
Money Talks – August 18, 2018
This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch to cover the week’s market movers, including Turkey’s economic crisis, and the large dip in cryptocurrencies. They also touch on industrial production, housing starts, and retail sales. Peter and K.C.…
Case Study: Carefully Consider Your Expenses Before Overborrowing for College
Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Associate Peter Lynch in a discussion on borrowing responsibly for college education costs, and how much overborrowing can cost a student.
Market Roundup: Positive Trade War Talks Boost Large Caps for Week
The major indices landed in red territory on Monday as the Energy, Materials and Financial, sectors led decliners in the S&P 500 Index. Stocks slipped on continued concerns over the economic troubles in Turkey. Consumer Discretionary and Financial sector stocks led advancers on Tuesday, stepping up on news that Turkey’s currency crisis had stabilized. The…
Q&A Time: Industrials, Cryptocurrencies and Estate Plans
The “Money Talks” experts tackle a listener’s question on Industrial companies Silgan Holdings and Ball Corp., address a question on the recent dip in cryptocurrencies, and also provide advice for a listener who has a pushy sister looking for an inheritance.
Case Study: Active Management Provides Custom Allocations over Age-Based Portfolios
Research Analysts Nick Antonucci, CVA, and Jacob Keen are joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss why investors may want to have their portfolios actively managed in retirement instead of simply choosing an age-based portfolio.