Talk to an Expert | Locations | On the Radio | Video Archive | Blog | About Us | Feedback
Radio Shows by Month

Henssler Financial Radio

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

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.

 

Click to read more ...

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.

 

Click to read more ...

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.

 

Click to read more ...

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.

  

Click to read more ...

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.

 

Click to read more ...

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.

 

Click to read more ...

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.

 

Click to read more ...

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.

  

Click to read more ...

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.

 

Click to read more ...

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.

 

Click to read more ...

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.

 

Click to read more ...

Monday
Aug082016

Money Talks - August 6, 2016

This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., to discuss the week’s market movements, The ISM Manufacturing and Services indices, Personal Income and weekly jobless data. The experts also discuss a listener’s situation of owning an appreciated but illiquid asset, and the desire to use it to fund a child’s education in several years. They also tackle questions on the names of pre-constructed portfolios, organic and natural product producer Hain Celestial Group, health care information technology company Cerner Corp, medical equipment maker Thermo Fisher Scientific, and tax deductions for wheelchair modifications made to a home.

  

Click to read more ...

Monday
Aug082016

Case Study: Counting on an Illiquid Asset for a Future Financial Goal 

Illiquid assets may always have an inherent value, but selling the asset when you need the money may not always be an option.

 

Click to read more ...

Monday
Aug082016

Market Roundup: Friday’s Rally Pushed Markets into Green Zone for the Week

The week started out with mixed moves as the Dow and S&P 500 closed Monday in the red while the NASDAQ added gains. Major Energy brands retreated on news of increased crude oil inventories. Similarly, West Texas Intermediate crude oil slipped 3.9% to settle at $39.99 a barrel. The Institute for Supply Management's Manufacturing Index fell by 0.6 point to 52.6, but despite the decrease, production ticked up and new orders held on to most of June’s gain. The indices fell fully into the red on Tuesday as oil prices weighed on the market. Crude oil shed 1.4%, settling at $39.51 a barrel. U.S. consumer spending rose 0.4% in June versus expectations of a 0.3% increase. Additionally, personal income edged up 0.2% for the same month, versus an expected 0.3% uptick. Stocks stepped up Wednesday on rebounding oil and other economic news. West Texas Intermediate crude tacked on 4.05% to settle at $41.11 a barrel. The Institute for Supply Management's Non-Manufacturing Index registered a reading of 55.5, down from 56.5 in June. Results were mixed the following day as stocks traded relatively flat ahead of the July payroll report. Labor Department data showed initial jobless claims increased by 3,000 to 269,000 last week versus expectations of a dip to 263,000. Continuing claims decreased by 6,000 to 2.138 million in the week ended July 23. Indices closed Friday's trading session in the green zone with the S&P 500 and NASDAQ hitting all-time high levels. Labor Department data showed the U.S. economy added 255,000 jobs in July versus an expected addition of 185,000. The unemployment rate held steady at 4.9% versus an expected decrease to 4.8%. Meanwhile, June's numbers were upwardly revised to 292,000 from 287,000. 

 

Click to read more ...

Monday
Aug082016

Q&A Time: Pre-Constructed Portfolios, Natural Products, Healthcare and more

Our “Money Talks” hosts address listeners’ questions on the names of pre-constructed portfolios, organic and natural product producer Hain Celestial Group, health care information technology company Cerner Corp, medical equipment maker Thermo Fisher Scientific, and tax deductions for wheelchair modifications made to a home.

 

Click to read more ...

Monday
Aug012016

Money Talks - July 30, 2016

This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, and Research Analyst Nick Antonucci join Troy Harmon, CFA, CVA, to discuss market performance, consumer confidence, durable goods and jobless claims. They also discuss housing news with the Case-Shiller Home Price Index, New-Home sales and mortgage applications. For this week’s case study, K.C. discusses how the Free Application for Federal Student Aid’s new Prior-Prior Year rule can benefit students who are the beneficiaries of grandparent-owned 529 Plans. The experts also answer listeners’ questions on Silver Wheaton, obtaining Social Security Numbers for newborns, market outlook and Acuity Brands.

  

Click to read more ...

Monday
Aug012016

Case Study: Prior-Prior Year Income Rule Good for Grandparent-Owned 529 Plans

Our experts discuss the change to using the prior-prior tax year on the Free Application for Federal Student Aid, and how it can affect how you withdraw from grandparent-owned 529 plans.

 

Click to read more ...

Monday
Aug012016

Market Roundup: Week of Mixed Results Ends with S&P Nearly Flat

Stocks closed Monday with mixed results on a slip in crude oil and anticipation of the Federal Reserve's July meeting. Energy sector stocks led the way down. Tuesday, a handful of disappointing earnings brought the Dow Jones Industrial Average down. With nearly a third of the S&P 500 companies having reported quarterly results, earnings are on track to contract 4.5% in the second quarter from the prior year. Mixed moves continued mid-week with the Dow and S&P 500 shedding points while the NASDAQ landed in the green zone. U.S. stocks were little changed after the Federal Reserve held short-term interest rates steady. On Thursday, the Dow shed some points while the S&P 500 and NASDAQ closed with slight gains. Initial jobless claims ramped up last week as the Labor Department reported new claims increased by 14,000 to 266,000. Continuing claims climbed 7,000 to 2.139 million in the week ended July 16. In Friday’s mixed results, the Dow shed some points while the S&P 500 and NASDAQ added gains. West Texas Intermediate crude oil tacked on 1.1% to settle at $41.60 a barrel. Also on Friday, University of Michigan Consumer Sentiment Survey declined for July, shedding 3.5 points for a reading of 90, marking a three-month low. Additionally, the advanced reading for second quarter GDP disappointed, rising just 1.2% compared to consensus estimates of 2.6%. Overall, the S&P closed the week down 0.05% while the Dow lost 0.75% and the NASDAQ gained 1.23% for the week.

 

Click to read more ...

Monday
Aug012016

Q&A Time: Metal Mining, Social Security Numbers and Lighting Solutions

Our experts answer listeners’ questions on precious metal mining company Silver Wheaton, how soon a family should obtain a Social Security number for a newborn, market outlook, moving money to fixed investments and Atlanta-based lighting solutions provider Acuity Brands.

 

Click to read more ...