For July 2021, the Henssler Research Analysts are watching what is happening with regulation in China, the U.S. consumer’s inflation expectations, and Treasury yields.
In this Small Business Minute video, Scott Brown, CFS®, Senior Consultant, Retirement Services, discusses the benefits of offering a company-sponsored retirement plan for your employees.
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the sanity checks a business owner should go through when estimating the value of their business. Quite often the business is not valued at what the owner believes it is worth. Under and over estimating the value can cause problems down the road.
The Research Analysts at Henssler Financial are keeping an eye on inflation and what the Fed is doing about it throughout the month of June.
Troy Harmon, CFA, CVA, shares how market data and economic cycles help determine the price you might expect to get for your business.
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the three most common approaches to business valuations: the market-based, income-based, and asset-based methods.
Client Relationship Manager Justin Wagner, AIF®, illustrates four important investment concepts for growing your wealth.
For the month of May, our Research Analysts are keeping a watchful eye on company earnings reports, signs of inflation, and housing prices.
In this episode of “Our Three Cents – Exit Planning Strategies” podcast, hosts Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, provide an overview of the options a business owner has available when exiting a business. Business owners have a variety of options from passing the business along to family members to selling to a private equity firm to liquidating and closing the business.
Tax Consultant Jessie Thomas, CPA, provides some considerations for donating to charitable causes in 2021, including deductions if you are unable to itemize, deduction limits on property, and the benefit of a donor-advised fund.
