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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
Nov212016

Money Talks – November 19, 2016

This week on “Money Talks” Tax Manager Dan DiLuzio, C.P.A., joins Research Analysts Nick Antonucci and Jacob Keen, and Managing Associate K.C. Smith, CFP®, to discuss November consumer sentiment, retail sales, the Producer Price and Consumer Price indices, industrial production and interest rates. Dan leads the group in a case study discussion about year-end tax moves for individuals and businesses, some of the notable changes for the 2017 tax season and some of President-elect Trump’s proposed tax law changes. The experts also answer listeners’ questions on Compass Minerals International, Kelly Services Inc., matured savings bonds, ProShares Ultra NASDAQ Biotechnology ETF and talking to your parents about their finances.

  

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Monday
Nov212016

Case Study: With Changes Ahead, Taxpayers Can Take Advantage of Current Tax Laws

Tax Manager Dan DiLuzio, C.P.A., leads the group in a case study discussion about year-end tax moves for individuals and businesses, some of the notable changes for the 2017 tax season and some of President-elect Trump’s proposed tax law changes.

 

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Monday
Nov212016

Market Roundup: Positive Week on a Variety of Economic Releases

The markets started the week relatively flat, but by Tuesday, stocks began to climb as blue-chip energy brands led the way up on a jump in crude oil prices. The Retail Sales report released showed sales exceeded expectations in October, with sales increasing by 0.8%, up from 0.6% in September, and beyond an expected 0.6% uptick. Indices closed with mixed moves on Wednesday, with both the Dow Jones Industrial Average and the S&P 500 Index ending in the red zone, while the NASDAQ added some points. Financial brands pared recent gains while technology stocks rebounded. In economic releases, the Energy Information Administration numbers showed an addition of 5.3 million barrels in the last week versus expectations of 1.5 million barrels, which resulted in a slip in West Texas Intermediate Crude prices. According to the latest report from the Federal Reserve, Industrial Production remained unchanged in October after decreasing 0.2% in September. Looking elsewhere, the U.S. Producer Price Index remained unchanged in October versus an expected increase of 0.3%. The markets closed with gains on Thursday thanks to a variety of economic news. Initial jobless claims decreased, with new claims falling by 19,000 to 235,000, marking a 43-year low. . Labor Department data showed the Consumer Price Index ticked up in October, as headline CPI climbed by 0.4% versus a forecast for a 0.3% gain. The core CPI, which excludes food and energy, rose 0.1%. Markets closed in the red zone on Friday with blue chips trading lower amid mixed earnings results.

 

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Monday
Nov212016

Q&A Time: Industrials, Leveraged Sector ETFs, Matured Bonds and More

The "Money Talks" experts answer listeners’ questions on Compass Minerals International, Kelly Services Inc., matured savings bonds, ProShares Ultra NASDAQ Biotechnology ETF and talking to your parents about their finances.

 

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Monday
Nov142016

Money Talks - November 12, 2016

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP® and Senior Associate Jarrett McKenzie, CFP®, CWS® to discuss the market’s reaction to the country’s historical presidential election. They also touch on earnings and International Trade. Jarrett and Jennifer delve into a case study of a couple who are taking more money than they need out of their retirement accounts because of required minimum distributions. The planners discuss ways to minimize the RMDs and how to reinvest the assets. The hosts round out the show with listeners’ questions on online retailer Etsy, anticipated spending in retirement and why it is important to keep track of cost basis information.

  

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Monday
Nov142016

Case Study: Investment Planning Throughout Retirement

Senior Associate Jarrett McKenzie, CFP®,CWS®, and Principal Jennifer Thomas, CFP®, delve into a case study of a couple who are taking more money than they need out of their retirement accounts because of required minimum distributions. The planners discuss ways to minimize the RMDs and how to reinvest the assets.


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Monday
Nov142016

Market Roundup: Markets Respond to Trump Win

Stocks kicked off the week on a positive note ahead of the presidential election. Their climb continued on Tuesday ahead of election results. Crude oil prices slipped slightly after the Energy Information Administration boosted its forecasts for U.S. oil production. West Texas Intermediate crude dropped 0.07% to settle at $45.44 a barrel. Stocks ramped up Wednesday in post-election momentum, as Donald Trump won the presidential election. Financial and health care brands led the way up. In other releases, Energy Information Administration figures showed domestic crude oil supplies rose by 2.4 million barrels in the week ended November 4. Indices closed with mixed moves on Thursday, as the Dow and S&P 500 added points while the NASDAQ ended in red territory. Financial stocks posted gains, while Technology brands led the NASDAQ lower. Looking elsewhere, initial jobless claims decreased last week. Department of Labor data showed new claims fell by 11,000 to 254,000. Indices closed out the week mixed on Friday. The Dow and NASDAQ stepped up while the S&P 500 shed some points. Energy brands led decliners while Technology stocks rebounded from Thursday's downswing. In a preliminary measure, the University of Michigan's Consumer Sentiment index ticked up to 91.6 in early November, from 87.2 in October.


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Monday
Nov142016

Viewpoints: A New Political Environment 

Our experts discuss how the markets reacted to the country’s historical election and president-elect Donald Trump. They also discuss how Trump’s campaign promises may affect the market.


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Monday
Nov142016

Q&A Time: Etsy, Retirement Spending and Cost Basis

The “Money Talks” hosts answer listeners’ questions on online retailer Etsy, anticipated spending in retirement and why it may be more than you think, and why it is important to keep track of cost basis information.


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Monday
Nov072016

Money Talks - November 5, 2016

This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, are joined by Managing Associate, D.J. Barker, CWS®. The hosts discuss last week’s GDP and Consumer Sentiment releases, as well as this week’s economic data, including, Personal Income, ISM Manufacturing, Productivity & Costs and ISM Services index. They also discuss the various signs in the market that may or may not predict the next president elect. In this week’s case study, D.J. leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements. The experts round out the show with listeners’ questions on preferred stocks, gun manufacturer Sturm Ruger & Co, health insurance options during an early retirement and retail food store Kroger Co.

  

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Monday
Nov072016

Case Study: Investing With a Fixed-Income Focus

In this week’s case study, Managing Associate D.J. Barker, CWS®,leads a discussion on investing with a fixed-income focus; how fixed income can provide peace of mind during the next administration and how the Ten Year Rule can help eliminate an emotional reaction to the market’s movements.

 

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Monday
Nov072016

Market Roundup: Rocky Week for the Market Ends with Red Results

The indices kicked off a week of negative results closing just slightly down on Monday, as Energy stocks led decliners in choppy trading. In economic news, a reading of the Chicago PMI fell to 50.6 from 54.2 in September, showing a decrease in business activity in the Midwestern region. Activity was expected to increase to a reading of 54.3. However, consumer spending ticked up in September, increasing by 0.5%, while income rose by 0.3%. Analysts expected income to rise by 0.4%. Stocks continued to trade lower on Tuesday on election uncertainty after the release of conflicting poll data. The Institute for Supply Management Manufacturing Index increased at a faster rate than expected, coming in at 51.9 for October, up from 51.5 in September. Analysts had expected a slightly lesser uptick to 51.7. Stocks continued to slip midweek on a variety of economic news. The Federal Reserve concluded its two-day Federal Open Market Committee meeting, keeping the Federal Funds rate unchanged at 0.25% to 0.5% in an 8 to 2 decision. Stocks traded lower again on Thursday amid a dip in crude oil and other economic news. West Texas Intermediate crude continued to fall by 1.61% to settle at $44.61 a barrel. The results marked its fifth session decline and worst close in six weeks. Elsewhere, Department of Labor data showed new jobless claims increased by 7,000 to 265,000. Continuing claims, meanwhile, decreased by 14,000 to 2.026 million for the week ended October 22. U.S. factory orders climbed 0.3% in September up from 0.2% growth in August, beating analysts’ expectations of flat results for September. Indices closed the week firmly in red territory on Friday, as stocks dipped on the release of October employment numbers. Department of Labor data showed an addition of 161,000 jobs, which was slightly short of the 175,000 economists had forecast. However, August and September figures were upwardly revised by a combined 44,000. Additionally, the unemployment rate slipped to 4.9%, down from 5%. 

 

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Monday
Nov072016

Q&A Time: Preferred Stocks, Weapons Manufacturers, Food Stores and More

The “Money Talks” experts round out the show with listeners’ questions on preferred stocks, gun manufacturer Sturm Ruger & Co., health insurance options during an early retirement and retail food store Kroger Co.

 

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Monday
Oct312016

Money Talks – October 29, 2016

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® to discuss the week’s economic news, including Consumer Confidence, home prices and durable goods orders, along with the week’s market moves. K.C. and Jennifer delve into a case study about tax loss selling and how selling some positions in your portfolio can help your tax situation. The experts also answer listeners’ questions on Cisco Systems, Bristol-Myers Squibb, W.W. Grainger and 3M. They also address what an investor should do with a non-deductible traditional IRA and what the options are with a UGMA account.

  

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Monday
Oct312016

Case Study: Strategies in Tax Loss Harvesting

Principal Jennifer Thomas, CFP® and Managing Associate K.C. Smith, CFP® discuss a case study about tax loss selling, and how selling some positions in your portfolio can help your tax situation.

 

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Monday
Oct312016

Market Roundup: Markets Slip for the Week on Weaker than Expected Earnings and Falling Oil Prices

Stocks stepped up on Monday despite West Texas Intermediate crude falling 0.7% to settle at $50.52 a barrel. Indices ended trading in the red zone on Tuesday on news that consumer sentiment dipped in October. The Conference Board Consumer Confidence Index declined 4.9 points to 98.6, a three-month low. Trading closed with mixed moves on Wednesday. The Dow ended in the green while the S&P 500 and NASDAQ shed some points. Moves were mixed on a variety of earnings releases. Meanwhile, crude oil fell to a three-week low level, with West Texas Intermediate crude slipping by 1.66%, settling at $49.13 a barrel. The Energy Information Administration data showed a decrease of 600,000 domestic barrels last week versus expectations of a 400,000 increase. Looking elsewhere, new home sales ticked up in September, as Commerce Department figures showed sales climbed 3.1% last month to an annual rate of 593,000. On Thursday, stocks swung between gains and losses throughout the day. The markets also saw a selloff in government bonds, which kept investors on edge. In economic news, new orders for durable goods fell in September led by a sizable drop in defense orders. Indices closed again in red territory on Friday with stocks retreating from early session highs on a variety of economic news. Crude oil traded lower on mixed quarterly details from large oil companies. Commerce Department data showed the U.S. economy grew at an annualized rate of 2.9% in the third quarter, which marked the fastest gross domestic product growth in two years. Elsewhere, a second measure of consumer confidence dipped in October. In a final reading, the University of Michigan's Consumer Sentiment report hit 87.2, down from 91.2 in September.

 

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Monday
Oct312016

Q&A Time: “10-Year” Stock Picks, Industrials, Non-Deductible IRA Contributions and More

Our experts answer listeners’ questions on one person’s “10-year stock picks,” Cisco Systems, Bristol-Myers Squibb, and W.W. Grainger. They also discuss the Industrials sector and holding 3M. Jennifer and K.C. discuss what an investor should do with a non-deductible traditional IRA and what the options are with a UGMA account.

 

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Monday
Oct242016

Money Talks - October 22, 2016

This week on “Money Talks,” Managing Associate K.C. Smith, CFP®, joins Bil Lako, CFP®, and Troy Harmon, CFA, CVA, to discuss last Friday’s releases, including the retail sales report, Producer Price Index and the University of Michigan Consumer Sentiment Survey. They also cover this week’s releases, including Industrial production, the Consumer Price Index, housing starts and the Fed’s Beige Book. K.C. and Bil discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.  The hosts also answer listeners’ questions on student loan processors Navient Corp. and Nelnet; IRS lifetime expectancy factor tables for required minimum distribution calculations, and why an investment adviser may recommend as many as 12 different mutual funds for diversification in an IRA and what an investor should do with that recommendation.

  

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Monday
Oct242016

Case Study: A Primer on Medicare and Open Enrollment

Managing Associate K.C. Smith, CFP®, and Bil Lako, CFP®, discuss what seniors need to know about Medicare’s Open Enrollment season, which runs from October 15 through December 7. They cover the important deadlines and the options seniors should consider when choosing their plans.

 

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Monday
Oct242016

Markets Inch Up as CPI Increase Matches Consensus Expectations

The markets overcame a weak start to end just slightly up. The week began with a whimper as indices closed in red territory on Monday. Stocks slipped alongside a downtick in oil, which fell by 0.81% to settle at $49.94 a barrel. Industrial production increased in September, increasing 0.1%, versus an expected 0.2% gain. Stocks ended with gains on Tuesday, stepping up in the wake of better-than-expected earnings details from several sectors. West Texas Intermediate crude added 0.7% to settle at $50.29 a barrel. Data from the Bureau of Labor Statistics showed the Consumer Price Index increased 0.3% in September, matching consensus expectations. The core CPI, which excludes food and energy, edged up 0.1%. Indices closed in the green zone on Wednesday as West Texas Intermediate crude tacked on 2.02%. Weekly domestic reserves data from the Energy Information Administration showed a decline of 5.2 million barrels. Housing start activity was mixed in September, with single-family starts up 8.1% to a 783,000 unit rate while multi-family starts retreated by 38% to a 264,000 unit pace last month. However, overall groundbreaking decreased 9.0% to an annual rate of 1.05 million, marking the lowest level since March 2015. The market slipped on Thursday as stocks retreated on mixed earnings details and a fall in crude oil. In the week ended October 15, the advance figure for seasonally adjusted initial unemployment insurance claims was 260,000, an increase of 13,000 from the previous week's revised level. Friday’s markets were nearly flat.

 

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