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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
Jul252016

Money Talks - July 23, 2016

This week on “Money Talks,” Bil Lako, CFP®, is back, joining Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, to discuss several economic reports that were released last Friday, including the Consumer Price Index, Industrial Production and the University of Michigan Consumer Sentiment Survey. They also touch on the week’s housing news and interest rates. Bil and Jarrett delve into a case study on cost basis and how investors can best deal with highly appreciated assets. The experts also answer listeners’ questions on Papa John’s, portfolio efficiency and Barclays PLC. 

  

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Monday
Jul252016

Case Study: Dealing With the Tax Consequences of a Highly Appreciated Asset

Our experts discuss the options available to investors owning a concentrated position in a highly appreciated asset.

 

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Monday
Jul252016

Market Roundup: Positive Week on Strong Earnings

Indices kicked off the week closing at new record highs on Monday, thanks in part to strong performance in Technology and M&A action. The following day, indices closed the session with mixed moves. The Dow hit a new record level while the S&P 500 and NASDAQ shed some points. West Texas Intermediate crude oil fell 1.3 percent to settle at $44.65 a barrel. In other news, Commerce Department numbers showed housing starts ramped up in June with new construction ticking up 4.8% to an annual rate of 1.19 million units, versus expectations of 1.17 million units. The Dow closed at a record high level on Wednesday on better-than-expected quarterly figures from Technology companies. The rally ended on Thursday with the three major indices closing in the red zone. National Association of Realtors data showed existing home sales ticked up 1.1% to an annual rate of 5.57 million units in June, versus economist expectations of 5.47 million units. Results returned to green on Friday with the S&P 500 closing at a record high level, despite West Texas Intermediate crude oil shedding 3.8% to settle at $44.19 a barrel. 

 

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Monday
Jul252016

Q&A Time: Papa John’s, Portfolio Efficiency and Barclays

Our experts address listeners’ questions on whether Papa John’s better ingredients are good for the company’s bottom line, constructing an efficient portfolio and British bank stock Barclays. They also revisit Nintendo’s success with the Pokémon Go app.

 

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Monday
Jul182016

Money Talks - July 16, 2016

This week on "Money Talks," Dan DiLuzio, C.P.A., joins hosts Matt Hames, CTFA, and Troy Harmon, CFA, CVA, to discuss the week’s broad picture economics, including last week’s Employment Situation, Wholesale Trade, the Producer Price Index, and the latest app that has taken the technology world by storm—Pokémon Go. Dan shares his expertise in discussing this week’s case study about how to treat the capital gain on the sale of a home. The experts also address several listeners’ questions including questions on radio frequency technology provider Qorvo Inc., the tax treatment of active duty income for members of the U.S. Armed Forces, and questions about HP Inc., Hewlett Packard Enterprises and the merger with Computer Sciences.

  

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Monday
Jul182016

Case Study: Calculating the Gain on the Sale of Your Home

Dan DiLuzio, C.P.A., shares his expertise in discussing this week’s case study about how to treat the capital gain on the sale of a home.

 

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Monday
Jul182016

Market Roundup: Week of New Record Highs as Stocks Surged for a Third Straight Week 

The S&P 500 Index hit its first record high in more than a year on Monday, as stocks traded well into the green zone as a result of stronger-than-expected employment numbers for June. Earnings season kicked off after the closing bell. On Tuesday, the Dow Jones Industrial Average and S&P 500 hit new record heights, and Energy stocks gained on a jump in crude oil. West Texas Intermediate crude tacked on 4.6% to settle at $46.77 a barrel. Indices closed with mixed moves on Wednesday. The Dow and S&P 500 posted marginal gains to close at new record levels once again, while the NASDAQ shed some points. Moves were mixed amid a variety of economic news. West Texas Intermediate crude oil slipped 3.85% to settle at $45 a barrel, likely causing Energy stocks to trade lower. Details released from the Federal Reserve's Beige Book report showed economic activity increased at a modest rate since mid-May amid slight price pressures and a small decline in consumer spending. Indices closed trading with gains on Thursday with crude oil rebounding from Wednesday’s downswing. Elsewhere, initial jobless claims held steady last week, as Labor Department data showed new claims remained at an addition of 254,000 for a second week straight. Additionally, continuing claims increased by 32,000 to 2.149 million in the week ended July 2, 2016. The markets closed with mixed moves on Friday. The Dow hit a new record while the S&P 500 and NASDAQ ended fractionally in the red for the session. West Texas Intermediate crude oil settled at $45.99 a barrel. In economic news, retail sales jumped up by an unexpected 0.6% in June. Economists had expected a lesser 0.1% gain. Advances at home-improvement and garden retailers led the ascent.

 

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Monday
Jul182016

Q&A Time: Qorvo Inc., Military Pay, Hewlett Packard Enterprises and Pokémon Go

The experts address several listeners’ questions including questions on radio frequency technology provider Qorvo Inc., the tax treatment of active duty income for members of the U.S. Armed Forces, and questions about HP Inc., Hewlett Packard Enterprises and the merger with Computer Sciences. The experts also discuss the Pokémon Go phenomenon.

 

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Monday
Jul112016

Money Talks - July 9, 2016

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Brian Borngesser from Henssler Norton Insurance. The hosts discuss the market’s reaction to the U.K.’s decision to leave the European Union, ISM Manufacturing and Services indices, and International Trade. Brian leads a case study on how business interruption insurance can save a business should something happen that disrupts normal business operations. The experts also address listeners’ questions on stock dilution when companies issue more shares, how couples should title their invested assets and Universal Display Corporation.

  

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Monday
Jul112016

Case Study: Business Interruption—Insurance Coverage for Lost Income During an Unexpected Closure

Brian Borngesser with Henssler Norton Insurance discusses business interruption coverage and how it can help prevent a devastating catastrophe from turning into a financial disaster for a business.

 

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Monday
Jul112016

Market Roundup: Markets End Holiday-Shortened Week in the Green

The markets opened the week finishing to the down side on Tuesday after the Independence Day holiday on Monday. Energy stocks sold off amid retreating crude oil prices. West Texas Intermediate crude oil shed 4.9% to settle at $46.60 a barrel. In economic news, U.S. factory orders decreased by one percent in May, versus economist expectations of a 0.8 percent drop. The markets rebounded from early low levels on Wednesday to close in the green zone. Stocks gained on the release of minutes from the last Federal Reserve meeting as well as a variety of other economic news. Services industry activity increased in June. The ISM Services Index hit 56.5, up from 52.9 in May. The results exceeded expectations of a reading of 53.3. Additionally, the trade gap ticked up in May as the U.S. trade deficit rose to $41.1 billion from $37.4 billion in April. Indices were mixed on Thursday, with the Dow Jones Industrial Average and S&P 500 indices rebounded from session lows to land slightly in the red while the NASDAQ stepped up. West Texas Intermediate crude oil shed 4.9% settling at $45.09 a barrel. Department figures showed initial jobless claims fell by 16,000 to 254,000 last week. The markets ramped up on Friday with stocks gaining on favorable employment data for June. Labor Department figures showed an addition of 287,000 jobs versus expectations of 175,000. The unemployment rate ticked up to 4.9% from 4.7% in May as a result of more people entering the work force. The markets are looking ahead to next week when earnings season kicks off on Monday.

 

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Monday
Jul112016

Q&A Time: Stock Dilution, Asset Titling and LED Technology

Our experts address listeners’ questions on the effects of stock dilution when companies issue more shares, how couples should title their invested assets and Universal Display Corporation.

 

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Monday
Jun272016

Money Talks – June 25, 2016

This week on “Money Talks,” Senior Managing Associate and Principal, Jennifer Thomas, CFP®, joins hosts Matt Hames, CTFA, and Troy Harmon, CFA, CVA, to discuss the week’s market moves ahead of the Brexit vote. They touch on housing news, including housing starts, existing and new home sales, and mortgage applications. The hosts explore the advice on simplifying one’s finances in retirement by reducing the number of accounts and aiming for simpler portfolio design. As usual, they also answer listeners’ questions, including three Vanguard funds, Bunge Ltd. vs. Archer Daniels Midland, their opinions on online retirement calculators and LyondellBassell Industries.

  

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Monday
Jun272016

Case Study: Simplicity Is Not Only for Investments, but Where You Are Invested Too

Our experts discuss the theory of “simplification rarely makes for bad advice” when it comes to your finances in retirement.

 

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Monday
Jun272016

Market Roundup: Investor Reactions to Brexit Vote Wiped out Week’s Market Gains

Indices closed in green territory on Monday, even though several stocks finished off peak levels as momentum faded in the late afternoon. West Texas Intermediate crude oil tacked on 2.5% to settle at $49.19 a barrel. Stocks continued to trade into the green zone on Tuesday with Technology stocks leading the way. The positive moves came in anticipation of Federal Reserve Chair Janet Yellen's semiannual testimony before the House Financial Services Committee in Washington. Midweek, investors proceeded with caution ahead of the Brexit referendum vote, when U.K. citizens would vote on whether to leave the European Union. Existing home sales ticked up in May with sales increasing by 1.8% from April's revised level and also up by 4.5% from May 2015. On another note, crude oil took a breather amid a smaller-than-expected decrease in inventories. Energy Information Administration data showed reserves dipped by 900,000 barrels over the past week versus an expected decline of 1.7 million barrels. West Texas Intermediate crude oil shed 1.4% today to settle at $49.13 a barrel. The markets closed on a positive note on Thursday with Financial and Energy companies leading the way ahead of the final count of the Brexit referendum vote in the U.K. Labor Department data showed initial jobless claims decreased last week, dipping by 18,000 to 259,000, versus expectations of 270,000. Additionally, new home sales declined in May as Commerce Department figures showed sales fell by 6% to a 551,000 annualized rate versus 586,000 in April. On Friday, stocks sold off on news of the Brexit voting results. The pro-exit vote weighed on the U.S. financial markets and oil prices. West Texas Intermediate crude oil shed 4.9% to settle at $47.64 a barrel. Consumer confidence dipped in June, with a final measure of 93.5, down 0.8 point from the preliminary reading, and 1.2 points off of May’s result.

 

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Monday
Jun272016

Q&A Time: Basic Materials and Consumer Staples Holdings, Retirement Calculators and Vanguard Funds 

The “Money Talks” experts answer listeners’ questions on Vanguard index funds, major food processing companies Bunge Ltd. and Archer Daniels Midland. They also weigh in on the usefulness of online retirement calculators and Basic Materials holding LyondellBassell Industries.

 

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Monday
Jun202016

Money Talks - June 18, 2016

This week on “Money Talks,” Managing Associate D.J. Barker, CWS®, joins Matt Hames, CTFA, and Nick Antonucci to discuss the market’s reaction to the week’s economic news, including the Federal Open Market Committee’s decision to keep its benchmark lending rate steady and the readings from May’s Producer Price and Consumer Price indices. The experts also delve into a case study about spending in retirement versus leaving all of your wealth to your children. The hosts also address listeners’ questions on high-end retailers Kate Spade, Michael Kors and Ralph Lauren in addition to questions about Microsoft’s acquisition of LinkedIn, paying off debt versus investing a windfall and comparing mutual funds.

  

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Monday
Jun202016

Case Study: Spending Your Wealth or Leaving an Inheritance

Our experts discuss whether retirees should spend what they have saved or continue to save as much as they can for their children to inherit.

 

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Monday
Jun202016

Market Roundup: Markets Suffer Down Week on Declining Oil Prices and FOMC Meeting

The markets began the week in the red zone as investors likely proceeded with caution ahead of Tuesday's Federal Open Market Committee meeting. Crude oil slipped for the third straight session, with West Texas Intermediate crude dipping 0.4%, settling at $48.88 a barrel. The slip continued the next day with Financial stocks leading declines for the S&P 500 Index. Stocks retreated on a downswing in crude oil, which settled at $48.49 a barrel. Meanwhile, Commerce Department data showed retail sales climbed by a stronger-than-expected 0.5 percent in May. Discounting sales of autos and gasoline, sales increased by 0.3 percent. Stocks traded lower on Wednesday in the wake of comments from the Federal Open Market Committee meeting. Interest rates will remain unchanged for the time being, but there may be as many as two rate increases by the end of the year. In economic news, the Producer Price Index edged up by 0.4% in May, versus consensus expectations of a 0.3% climb. The core measure jumped by 0.3%. Stocks recovered a little on Thursday in late-day trading, despite West Texas Intermediate crude oil slipping 3.8% settling at $46.21 a barrel. The Consumer Price Index rose by 0.2% in May, versus a 0.4% gain in April. The core measure, which discounts food and energy, edged up by 0.2%. Additionally, Labor Department figures showed new claims ramped up by 13,000 to 277,000. Indices closed in red territory on Friday, with Technology and Healthcare stocks leading the downswing; however, West Texas Intermediate crude increased 3.8% to settle at $47.98 a barrel.

 

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Monday
Jun202016

Q&A Time: High-End Retailers, M&A Activity, Paying off Debt and Comparing Mutual Funds

Our experts address listeners’ questions on high-end retailers Kate Spade, Michael Kors and Ralph Lauren, in addition to questions about Microsoft’s acquisition of LinkedIn, paying off debt versus investing a windfall and comparing mutual funds.

 

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