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Henssler Financial Radio

Tune into "Money Talks," Saturdays from 10-11 a.m.
on Atlanta's AM 920 The Answer.

Monday
Sep192016

Money Talks - September 17, 2016

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Managing Associates D.J. Barker, CWS®, and K.C. Smith, CFP®, to discuss the week’s economic news, including the Producer Price Index, Retail Sales and Industrial Production. The experts also discuss a listener’s concern about how to invest given the upcoming presidential election—should you alter your portfolio for the outcome? The hosts round out the show answering listeners’ stock questions on Elbit Systems, Energy Transfer Partners, CYS Investments and The Buckle. They also cover advice for teaching your children about money and rolling a 401(k) from a previous employer to a Roth IRA.

  

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Monday
Sep192016

Case Study: Keeping Politics Out of Your Portfolio

Managing Associates D.J. Barker, CWS® and K.C. Smith, CFP® join “Money Talks” to discuss whether investors should alter their portfolios given the upcoming presidential election.

 

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Monday
Sep192016

Market Roundup: Markets End Week Up, Despite Return to Volatile Trading

The markets kicked off the week closing well into the green zone on Monday. Many stocks rebounded from Friday's downswing on Federal Reserve comments. In a speech on Monday in Chicago, Fed Governor Lael Brainard cautioned prudence in raising interest rates. Indices closed lower on Tuesday with Energy stocks retreating amid a drop in crude oil. West Texas Intermediate crude dipped 3% to settle at $44.90 a barrel. Additionally, the International Energy Agency reduced its demand estimates by 100,000 barrels a day for this year and by 200,000 daily barrels in 2017. The trading session closed with mixed moves on Wednesday, as the Dow Jones Industrial Average and S&P 500 shed some points while the NASDAQ added slight gains. West Texas Intermediate crude oil fell by 2.9% to settle at $43.58 a barrel. On Thursday, volatility returned to stocks after a relatively flat summer, after spending 43 trading days without a 1% move. Thursday’s 1% gain for the S&P 500 marked the fourth session out of five in which the index swung 1% or more. Financial and energy companies dragged down U.S. stocks on Friday with the three major indices falling. For the week all three indices posted weekly gains with the NASDAQ experiencing its biggest weekly jump since July. 

 

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Monday
Sep192016

Q&A Time: Elbit Systems, High Dividend Stocks, and 401(k) Rollovers

The “Money Talks” hosts answering listeners’ stock questions on Elbit Systems, Energy Transfer Partners, CYS Investments and The Buckle. They also cover advice for teaching your children about money and rolling a 401(k) from a previous employer to a Roth IRA.

 

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Monday
Sep122016

Money Talks - September 10, 2016

This week on “Money Talks,” Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, Jacob Keen and Troy Harmon, CFA, CVA to discuss August’s Employment Situation and July’s Factory Orders and International Trade data. They also cover inflation indicator, the ISM Non-Manufacturing Index. Jarrett takes a deeper look at an investor’s situation of wanting to avoid taking his required minimum distributions once he turns age 70 ½. The hosts also talk in-depth about tax loss selling and what does and does not qualify as a substantially similar holding that might trigger the wash sale rule. The experts also answer listeners’ questions on selling in May and going away, and Atlanta-based company Home Depot. 

  

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Monday
Sep122016

Case Study: Avoiding RMDs: Work Forever or Give it All Away

Senior Associate Jarrett McKenzie, CFP®, CWS®, takes a deeper look at an investor’s situation, as he wants to avoid taking his required minimum distributions from his 401(k) once he turns age 70 ½.

 

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Monday
Sep122016

Market Roundup: Markets Fall More Than 2% Over Holiday-Shortened Week 

After the Labor Day holiday, the major indices closed in the green zone on Tuesday, with the NASDAQ hitting a new record high thanks to good performance in many Technology brands. West Texas Intermediate tacked on 1.02% to settle at $45.50 a barrel. The ISM Non-Manufacturing Index showed services fell to 51.4 last month, versus an expected reading of 55, down from 55.5 in July. The markets ended trading mixed on Wednesday, as the Dow Jones Industrial Average and S&P 500 shed some points while the NASDAQ closed at a new record level again. The Federal Reserve’s Beige Book, which covered economic activity from July through mid-August, showed a modest to moderate pace across most districts. Additionally, an anecdotal read on the 12 districts showed labor markets continued to tighten, and that energy markets had seen signs of stabilization. West Texas Intermediate crude added 1.34% to settle at $46.07. Stocks traded lower on Thursday as a result of a variety of economic news. Crude oil prices ramped up following an unexpected dip in domestic reserves. U.S. inventories decreased by 14.5 million barrels over the last week versus an expected increase of 200,000 barrels. West Texas Intermediate crude oil added 4.22% to settle at $47.42 a barrel on the news. Labor Department data showed new claims fell by 4,000 to 259,000 for the last week. The red results continued into Friday amid rising interest rate concerns. Meanwhile, West Texas Intermediate crude shed 3.7% to settle at $46.46 a barrel.

 

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Monday
Sep122016

Q&A Time: Tax Loss Selling, "Sell in May and Go Away," and Home Depot

The “Money Talks” hosts talk in-depth about tax loss selling and what does and does not qualify as a substantially similar holding that might trigger the wash sale rule. The experts also answer listeners’ questions on selling in May and going away, and Atlanta-based company Home Depot.

 

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Monday
Aug292016

Money Talks – August 27, 2016

  

This week on “Money Talks,” Certified Public Accountant Dan DiLuzio joins Research Analysts Troy Harmon, CFA, CVA, Nick Antonucci and Jacob Keen to discuss the week’s market movements, housing data, semiconductor orders and durable goods. Dan leads the discussion for this week’s case study on a couple who have suffered a loss on their rental property because of the floods in Louisiana. They are interested in knowing if there is any tax relief for the casualty loss. The hosts round out the show answering listeners’ questions on Uber’s self-driving fleet and an investment in WD-40 Company.

Monday
Aug292016

Case Study: Deducting Losses on Rental Property

Our experts discuss the possible tax write off a taxpayer may be able to take when the taxpayer suffers a loss on a rental property.

 

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Monday
Aug292016

Market Roundup: Week of Mixed Moves Ends Down

Indices closed trading with mixed moves on Monday as the Dow Jones Industrial Average and S&P 500 ended fractionally in the red while the NASDAQ posted slight gains. Energy brands led the S&P lower while West Texas Intermediate crude oil slipped 3.52% to settle at $46.81 a barrel. Stocks gained on a lift in crude oil and other news to close in green territory on Tuesday. West Texas Intermediate crude settled at $48.01 a barrel, while the Commerce Department data showed 654,000 new homes sold in July versus forecasts of 581,000. The stock retreat returned on Wednesday. Energy Information Administration data showed a gain of 2.5 million barrels in reserves over the past week, versus expectations of a lesser uptick of 200,000 barrels, resulting in oil trading lower. The dip continued through Thursday as investors’ attention was on the Federal Reserve’s annual Jackson Hole meeting. Friday's session ended mixed. Both the Dow and S&P shaved some points while the NASDAQ closed in green territory. Moves were mixed in the wake of Federal Reserve comments. In a speech at the Economic Policy Symposium in Jackson Hole, Wyoming, Fed Chair Janet Yellen said, “The U.S. economy has strengthened to the point where another rate hike will soon be warranted.” According to the second estimate from the Bureau of Economic Analysis, real Gross Domestic Product ticked up 1.1% in the second quarter, just shy of the 1.2% advance estimate. On another note, consumer confidence slipped slightly in August. The University of Michigan Consumer Sentiment Survey shed 0.2 point to 89.8 from 90 in July. Results fell short of an expected reading of 91.

 

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Monday
Aug292016

Q&A Time: Self-Driving Car Fleets and WD-40 Company

The “Money Talks” hosts answer listeners’ questions on Uber’s self-driving fleet and an investment in WD-40 Company.

 

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Monday
Aug222016

Money Talks - August 20, 2016

This week on “Money Talks,” Senior Managing Associate Jennifer Thomas, CFP®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA to discuss inflation indicators the Producer Price and Consumer Price indices, consumer sentiment for August, industrial production and the latest minutes from the Federal Open Market Committee. The hosts dig deeper into the financial situation of a listener’s who is interested in taking a lump sum from his 401(k) to pay off his son’s student loans.. The hosts discuss the drawbacks to doing so and other ways he may help his son pay his school loans. The experts round out the show answering listener questions on a variety of topics, including dividend stock exchange-traded funds, discount retailers PriceSmart and Big Lots, continuing to save to a 401(k) if you plan to retire early, Aetna cutting Obamacare participation and taking Social Security.

  

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Monday
Aug222016

Case Study: Using a Lump Sum 401(k) Payout to Pay Off Student Loans

Our experts discuss a listener’s desire to use an old 401(k) balance to pay down his child’s student loans, and why it may not be a wise decision to do so.

 

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Monday
Aug222016

Market Roundup: Week Starts with Record Highs, Ends Slightly Down

The week started out strong with the major indices closing at all-time record highs on Monday. Stocks rallied on a lift in crude oil, as West Texas Intermediate crude added 3.19% to settle at $45.91 a barrel. The record setting did not last long as the market landed in red territory on Tuesday when stocks traded lower on the release of a variety of economic news. The Consumer Price Index was unchanged last month following four straight months of gains. The core CPI, which discounts food and energy, edged up 0.1% which was slightly shy of expectations. On another note, residential construction levels ticked up in July. Total housing starts climbed 2.1% and are up by 5.6% from July 2015. Industrial production increased by 0.7% in July, exceeding consensus expectations. Stocks experienced turbulent trading midweek following the release of the minutes from the July Federal Reserve meeting; however, the market still closed with gains on Wednesday. Comments from the Federal Open Market Committee revealed a split opinion on when to next increase interest rates. Energy Information Administration data showed a downswing of 2.5 million barrels in U.S. reserves over the week ended August 12. The result was well beyond an expected decline of 200,000 barrels. The news pushed West Texas Intermediate crude up to settle at $46.79 a barrel. The markets were mixed most of Thursday, but closed the day down, likely because of the lack of guidance from the Fed on Wednesday about the future of interest rates. Indices closed in the red zone on Friday, rebounding from early losses to end marginally lower. West Texas Intermediate crude added 0.35% to settle at $48.39 a barrel.

 

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Monday
Aug222016

Q&A Time: Aetna, Retiring Early, Discount Retailers and More

The experts answer listeners’ questions on a variety of topics, including dividend focused exchange-traded funds, discount retailers PriceSmart and Big Lots, continuing to save to a 401(k) if you plan to retire early, Aetna cutting Obamacare participation and taking Social Security.

 

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Monday
Aug152016

Money Talks - August 13, 2016

This week on “Money Talks,” Managing Associate D.J. Barker, CWS®, and Research Analyst Nick Antonucci join Troy Harmon, CFA, CVA to discuss the employment situation released last Friday as well as International Trade. They also discuss the decline in Wholesale Trade and Productivity and Costs, in addition to earnings from Cognizant Technology Solutions and Allergan. Bil Lako, CFP®, joins D.J. and Troy to discuss this week’s case study of reducing college costs and finding alternate sources of money for college expenses. The hosts also answer listeners’ questions on maturing date bond ETFs, hedge fund mutual funds, naming a charity as a beneficiary of an IRA and Wal-Mart’s bid to buy Jet.com.

  

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Monday
Aug152016

Case Study: Making Smart Decisions When Investing In a College Education

Managing Associate, D.J. Barker, CWS®, joins “Money Talks” to discuss finding alternate sources of money for education expenses and saving on college costs.

 

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Monday
Aug152016

Market Roundup: Week Ends Slightly Up as NASDAQ Reaches New Record High

The market closed in red territory on Monday, with Healthcare stocks trading lower while Energy stocks stepped up. In mergers and acquisitions news, Wal-Mart Stores Inc. has agreed to acquire e-commerce startup Jet.com for $3.3 billion. The deal includes $3 billion in cash and $300 million in shares to be paid over time. Trading closed slightly in the green zone on Tuesday. Bureau of Labor Statistics data showed productivity dipped by 0.5% versus expectations of 0.5% growth. Additionally, West Texas Intermediate crude oil shed 0.6% today to settle at $42.77 a barrel. Indices were down on Wednesday as the Financial and Energy sectors led the S&P 500 lower. Meanwhile, crude traded lower on Energy Information Administration figures showing reserves increased by 1.1 million in the past week versus expectations of a decline of one million barrels. Dow Jones Industrial Average, S&P 500 and NASDAQ ramped up to all-time record highs on Thursday. A jump in crude oil and positive retailer news propelled the session. West Texas Intermediate crude ticked up 4.08% today to settle at $43.41 a barrel. On another note, Labor Department data showed new claims fell by 1,000 to 266,000 versus expectations of a decline to 265,000. Trading ended with mixed moves on Friday as the Dow and S&P 500 shed some points while the NASDAQ reached a new all-time record high. Moves were mixed on a variety of economic news. Retail sales levels were unchanged in July. June’s increase was upwardly revised from 0.6% to 0.8%. Meanwhile, consumer confidence is up this month. In a preliminary reading for August, the University of Michigan's consumer sentiment index gained a 0.4 point, hitting 90.4. Looking elsewhere, producer prices retreated in July. The Producer Price Index for final demand dipped 0.4%. The core PPI, which excludes food and energy, was unchanged for the second straight month.

 

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Monday
Aug152016

Q&A Time: Maturing Bond ETFs, Mutual Funds that Hedge, Wal-Mart’s Acquisition and More

The hosts also answer listeners’ questions on maturing date bond ETFs, hedge fund mutual funds, naming a charity as a beneficiary of an IRA and Wal-Mart’s bid to buy Jet.com.

 

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