The U.S. Economy is Not the Same as the Stock Market
We look at why the market recovered so quickly despite the economic data and discuss why the market can be somewhat disconnected from the economy.
In the News: Growth and value – now is not the time to switch courses
In the Marietta Daily Journal, Bil Lako, CFP®, explains how the bulk of the S&P’s recovery since the low in March has been generated by five stocks. What investors shouldn’t do is abandon a currently out-of-favor strategy for whatever is working right now—regardless of what type of stocks are in favor. Read the article here Disclosures: The…
In the News: Don’t lose sight of your sell strategy
In the Marietta Daily Journal, Bil Lako, CFP®, explains that when working with a financial adviser you define your fundamentals in an Investment Policy Statement. This includes your target asset allocation, your investment strategy, and the circumstances in which changes can be made to your portfolio, which includes your sell strategy. Read the article here…
In the News: How to take advantage of the low interest rate environment
In the Marietta Daily Journal, Bil Lako, CFP®, explains how investors tend to grumble about low-interest-rate environments because we’re trained to think as savers. However, the reality is that there are beneficial moves investors can make to take advantage of low-interest rates. Read the article here Disclosures: The investments referenced within this article may currently…
In the News: A Tale of Debt, Deficit, and Inflation
In the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our federal debt and if we should be concerned about how the government spends. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be…
In the News: Refinance to avoid “house rich, cash poor”
In the Marietta Daily Journal, Bil Lako, CFP®, explains how in retirement, if you’re following a Ten Year Rule, you have 10 years of liquid assets to pay for your living expenses—including your mortgage—mostly protected from any economic change that may or may not happen.
In the News: Use a substantially equal periodic payment arrangements as a last resort
In the Marietta Daily Journal, Bil Lako, CFP®, explains why Substantially Equal Periodic Payments plans are very circumstantial and require a very specific set of variables to work for an investor’s situation. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled…
In the News: The pandemic took a big bite out of the economy
In the Marietta Daily Journal, Bil Lako, CFP®, takes a close look at second-quarter GDP and how the economy looks going forward. Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
What Does the $2 Trillion Stimulus Package Mean for You?
The passage of the $2 trillion coronavirus pandemic stimulus package includes many tax and financial breaks for both individuals and businesses.
Small Business Relief under the CARES Act
Download this helpful overview of the Small Business Relief program under the CARES Act from our friends at Steptoe: