Navigating Financial Setbacks: Is a Roth IRA the Answer?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Senior Financial Planner Jacob Pritchard, CFP®, to provide advice to an investor who is anxious to save for retirement with a Roth IRA but also needs to reestablish her financial situation after a divorce. The hosts provide her advice on saving and withdrawing from a Roth IRA.
Crafting Your Financial Future: Beyond the 401(k) Widget
The “Henssler Money Talks” hosts provide a couple advice on saving for retirement; however, they don’t have a clear goal. The financial experts provide some advice on whether the investors should sit down with a financial adviser.
From ‘I Do’ to ‘We Will’: How Marriage Impacts Your Finances
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides in saving for their future but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective.
5 Essential Personal Finance Tips Every Millennial Should Know
Millennials, are you navigating your financial journey? Understanding key tax and personal finance topics like the time value of money, tax-deferred savings, student loan forgiveness, 529 plans, and HSAs is crucial secure your financial future.
Market Measures: Beyond the Dow
Ever wonder what ‘the market is up/down’ really means? It’s often the Dow Jones Industrial Average or the S&P 500. But there are hundreds of indices! You can’t invest directly in them, but they’re great benchmarks for your portfolio.
Investing in Stocks and Mutual Funds
Research Analyst Nick Antonucci covers the intricacies of stock ownership, from your percentage stake to the potential benefits, including capital appreciation, and dividends.
Rebalancing Your Employer-Sponsored Retirement Plan
Your retirement plan shouldn’t be set-and-forget. Learn the importance of rebalancing in your employer-sponsored retirement plans with Justin Wagner, Client Relationship Manager – Retirement Services, in this episode of Planning Priorities.
401(k) Investing: Finding Balance Between Active Engagement and Passive Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship – Retirement Services, and Associate Giuliana Barbagelata, CFP®, advise for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years!
How Savers and Spenders Can Meet in the Middle
Money matters can stir up trouble in relationships when saving meets spending head-on. We look at how couples can bridge the gap, appreciate differences, and build a solid financial foundation
Why You shouldn’t Invest Emotionally
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.