Tax Manager John Dickson, C.P.A., CFP®, CVA, joins Troy Harmon, CFA, CVA, and K.C. Smith, CFP®, to highlight some of the major changes from tax reform that will affect nearly everyone’s 2018 taxes. He discusses what you should watch out for, moves you should consider if you know you’re losing some itemized deductions, and how tax projections can help you determine how to best position your money.
The major U.S. stock indices kicked off the week with mixed moves on Monday. The Dow Jones Industrial Average added points while the S&P 500 Index and NASDAQ Composite closed in the red. The mixed results were likely on a variety of economic data. While Retail Sales posted their fourth consecutive month of solid growth,…
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP
This week, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®. Jim leads a discussion on long-term care insurance, and the options investors have when shopping for LTC coverage, including traditional carriers and hybrid policies.
U.S. stocks stepped up on Monday for the third straight session, on job data optimism. The previous Friday’s Employment Situation reported our labor market added 213,000 jobs in June. Stocks continued to rise the next day notching their seventh session of gains; however, the eight-day rally came to an end on Wednesday as indices slumped…
Henssler’s experts answer listeners’ questions on Fortune Brands and Home Security, ADT, deferring 401(k) required minimum distributions if you continue to work, “living benefit” guarantees on annuities, and Capital One.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to cover the market’s weekly performance and the rebound in Telecommunication Services. They also discuss the easing of trade tariff tensions between the United States and China.…
The week’s market action started with a late afternoon rally in U.S. equities on Monday after futures were pressured into the open with the S&P 500 Index finishing up 0.31%. Participation was broad, but led by Technology. Tuesday’s trading was shortened by the Independence Day holiday, but still saw a significant sell-off in the final…
The “Money Talks” hosts answer listeners’ questions on making non-deductible IRA contributions, semiconductor systems company Micron Technology, and Chinese e-commerce company Alibaba.
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss consumer confidence and housing news, including new home sales and home prices across 20 major cities. They also discuss how trade tariffs have weighed on the week’s market…
