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Henssler Financial Radio

Monday
Feb232015

Money Talks - February 21, 2015

This week on “Money Talks,” Dr. Gene is joined by Bil Lako, CFP®, Matt Hames, CTFA, and Troy Harmon, CFA, to discuss Federal Open Market Committee minutes, Industrial Production figures and the Producer Price Index. The experts also discuss earnings from Fossil Group, Flowserve and Duke Energy. In the week’s featured case study the hosts discuss the merits of converting assets in an IRA to a Roth IRA for a couple in their 60s who are still working. The experts discuss the tax implications and the breakeven point. The experts also revisit last week’s discussion on high-yield maturing bond exchange-traded fund portfolios based of a listener’s follow up question.

  

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Monday
Feb232015

A Decrease in Income Creates an Opportunity for a Roth Conversion

Our experts focus on the decision of converting assets in an IRA to a Roth IRA for a couple in their 60s.

 

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Monday
Feb232015

The Dow and S&P 500 Close Week at All-Time Record Levels

The “Money Talks” hosts discuss the week’s economic releases including the Federal Open Market Committee minutes, Industrial Production figures and the Producer Price Index. The experts also discuss earnings from Fossil Group, Flowserve and Duke Energy.

 

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Monday
Feb232015

Revisiting Maturing Bond Exchange-Traded Funds 

The Henssler Financial experts revisit last week’s discussion on high-yield maturing bond exchange-traded funds after a listener submits a follow-up question regarding those offered by iShares, and why his adviser may not have recommended them.

 

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Monday
Feb162015

Money Talks - February 14, 2015

This week on “Money Talks,” Dr. Gene is joined by Matt Hames, CTFA, and Troy Harmon, CFA, to discuss employment and the JOLT Survey, oil inventories and earnings from Coke, Pepsi and CVS Health Corp. Our experts also consider the case study of a retired couple who desire to earn more yield on their investments and who have been recommended a high-yield bond portfolio. The guys discuss the risks involved and offer their opinions on where investors may find more yield with less risk. They also answer listeners’’ questions on HCP and investing in the Vanguard European Index.

  

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Monday
Feb162015

Case Study: Seeking Higher Yields for Fixed Income Investments

Our experts discuss the case of a retired couple seeking to boost the interest they are receiving on their fixed-income portfolio.

 

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Monday
Feb162015

Markets Positive with S&P Reaching New Record Levels on Friday

The “Money Talks” hosts discuss the week’s market moves, and the name brand stocks that pushed the markets higher. Coca-Cola, PepsiCo, CVS Health Corp. and Cisco all reported earnings that moved the markets higher. On Friday, the University of Michigan's sentiment survey showed a reading of 93.6, while economists had expected an unchanged reading of 98.1.

 

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Monday
Feb162015

Q&A Time: HCP and the Vanguard European Index 

The Henssler research analysts discuss investments in the self-administered real estate investment trust that invests in real estate serving the healthcare industry in the United States, and how one may play the Vanguard European Index in light of the Eurozone entering into a quantitative easing program. 

 

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Monday
Feb092015

Money Talks – February 7, 2015

This week on “Money Talks” Matt Hames, CTFA, Troy Harmon, CFA and Scott Keller, CFA discuss the ISM Manufacturing and Services indices, gasoline’s price reversal, and earnings from Exxon Mobil, Under Armour, and Disney. This week’s case study focuses on a 54-year-old who follows the rule that you should have an equivalent percentage to your age in fixed income, meaning he has more than 50% of his portfolio in fixed-income securities. Our experts apply the Henssler Ten Year Rule to his situation. They also address listeners' questions on Chemed Corp., Travelers Cos., W.R. Berkley Corp., and the responsibilities a company owner has to his employees’ 401(k). 

  

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Monday
Feb092015

Case Study: Addressing Asset Allocation in Respect to Your Cash Flow

Our experts discuss a case study of an investor who is seven to 10 years from retirement and has followed conventional wisdom and put the equivalent percentage to his age in fixed-income investments.

 

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Monday
Feb092015

Markets Rebound to be Flat for the Year

Your hosts for “Money Talks,” Matt Hames, CTFA, Troy Harmon, CFA and Scott Keller, CFA, discuss the ISM Manufacturing and Services indices, gasoline’s price reversal, and earnings from Exxon Mobil, Under Armour, and Disney. Personal income rose 0.3% in December, matching November's pace, while personal spending slipped 0.3% following a revised 0.5% uptick in November. New orders for manufactured goods fell 3.4% while November’s figure was downwardly revised from a 0.7% dip to a 1.7% retreat. 

 

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Monday
Feb092015

Q&A Time: Chemed Corp., Travelers Cos., W.R. Berkley Corp. and 401(k) Responsibilities

The “Money Talks” experts address listeners’ questions on Chemed Corp’s varied service offerings; compare insurance holdings and discuss the responsibilities a business owner has to the 401(k) plan he sponsors for his employees.

 

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Monday
Feb022015

Money Talks – January 31, 2015

This week on “Money Talks,” Dr. Gene Henssler is joined by Troy Harmon, CFA, and Matt Hames, CTFA, to discuss the week’s economic releases, including durable goods, the Conference Board Consumer Confidence Index and the Fed’s views on monetary policy. Notable earnings from the week include Apple and Microsoft. Our experts also delve into a case study of a couple required to take a mandatory distribution from an IRA this year. The hosts discuss how required mandatory distributions are calculated, how the distributions may affect their taxes, and different ways to take the distributions. They also answer listeners’ questions on UPS, cancer research companies and permanent life insurance.

  

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Monday
Feb022015

Case Study: Managing Required Minimum Distributions and Taxes

Our experts discuss a case study of couple who are approaching their required minimum distributions.

 

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Monday
Feb022015

Markets End Week in the Red on Less than Stellar Fourth Quarter Economic Readings

The show hosts discuss the week’s economic releases, including durable goods, the Conference Board Consumer Confidence Index and the Fed’s views on monetary policy. They also touch on earnings from Apple and Microsoft.

 

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Monday
Feb022015

Q&A Time: UPS, Cancer Research and Life Insurance

The “Money Talks” experts address listeners’ questions on Atlanta’s own UPS and their announcement that they will likely miss their projected earnings. The show hosts also provide their opinions on two cancer research companies and what a couple should do with a permanent life insurance policy.

 

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Monday
Jan262015

Money Talks - January 24, 2015

This week on “Money Talks,” Dr. Gene is joined by Bil Lako, CFP®, Troy Harmon, CFA, and Matt Hames, CTFA, to discuss oil inventories and the European Central Bank’s move to increase quantitative easing. They also explore a case study of a couple interested in investment property during their retirement. Our experts also answer listeners’ questions on technology companies Marvell Technology and Kulicke and Soffa Industries, as well as weigh the benefits of considering a VA loan for a home purchase.

  

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Monday
Jan262015

Case Study: Investing in Real Estate in Retirement

Our experts discuss a case study of a professional who is interested in investing in residential property as a business during retirement.

 

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Monday
Jan262015

Markets Grow on News from the European Central Bank 

Markets closed the holiday-shortened week in positive territory, as stocks added gains amid news the European Central Bank will implement a larger-than-expected stimulus plan. In economic news, investors received good news from the housing market and Labor Department data showed a decrease in initial jobless claims.

 

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Monday
Jan262015

Q&A Time: Technology Companies and VA Loans

Our experts answer a listener’s questions on technology companies Marvell Technology, Kulicke and Soffa Industries. They also discuss the benefits of considering a VA loan for a home purchase for another listener.

 

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