Business Debt is Not Your Enemy
Chief Investment Officer Troy Harmon, CFA, CVA, explains why it can be a better business decision to borrow money to increase working capital than to pay off your business debt just for the sake of being debt free.
Planning Priorities: Financial Missteps Parents Often Make
In this episode of Planning Priorities, Associate Peter Lynch warns about the financial missteps of parenthood and how you can avoid them with a little planning. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this…
Meet the Experts – Jacob Keen, CFA
Research Analyst Jacob Keen, CFA, explains how we approach asset allocation both strategically and tactically. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented…
Nov 2019 Market Minute: Consumers, 3Q Earnings, and Manufacturing
We explain why we are keeping an eye on the consumer, the wrap up of third quarter earnings reports, and manufacturing during November. This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently…
Planning Priorities: Financial Planning for End of Year
Senior Associate Jarrett McKenzie, CFP®, CWS®, highlights some of the important year-end financial planning items that should be addressed before the chaos of the holidays begin.
Meet the Experts – Justin Wagner, AIF®
Client Relationship Manager for Retirement Services, Justin Wagner, AIF®, discusses the importance of fiduciary responsibility that comes with being a Registered Investment Adviser.
Oct 2019 Market Minute: Manufacturing Sector, 3Q Earnings, Fed
For the month of October we’re keeping a close eye on any further contraction in the Manufacturing sector, Third Quarter’s earnings and the Federal Reserve.
Selling Your Business: Terms of the Deal
Certified Exit Planning Advisor K.C. Smith, CFP®, discusses how the terms of the deal when selling your business can affect your bottom line.
Planning Priorities: Pay Down Debt or Save for Retirement?
In this episode of Planning Priorities, Justin Wagner, AIF®, Client Relationship Manager Retirement Services, explores the math behind the decision to either pay down debt or save for retirement.
Meet the Experts: Nick Antonucci, CVA, CEPA
Research Analyst Nick Antonucci explains our bond strategy for client portfolios.