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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
Apr242017

Money Talks - April 22, 2017

This week on “Money Talks” Managing Associate, D.J. Barker, CWS®, and Senior Associate, Jarrett McKenzie, CWS®, CFP®, join Director of Research Troy Harmon, CFA, CVA, to discuss the Consumer Price Index, industrial production and the market’s moves during the week. The hosts delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings. The experts round out the show answering listeners’ questions on military defense stocks, education savings for private high schools, and how the repeal of the FCC privacy rules may affect Internet service providers.

  

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Monday
Apr242017

Case Study: Retirement is not Determined by the Balance of Your Portfolio, But by Your Plan

Managing Associate, D.J. Barker, CWS®, Senior Associate, Jarrett McKenzie, CWS®, CFP®, and Director of Research Troy Harmon, CFA, CVA, delve into a common situation among retirees—the transition from accumulation to distribution. They discuss how important the plan is when it comes to finally withdrawing your retirement savings.

 

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Monday
Apr242017

Market Roundup: Market Indices Eke Out Gains for the Week

The markets kicked off the week closing in the green zone on Monday, posting their biggest gains since the start of March. In other news, the U.S. Consumer Price Index fell 0.3% for March, after dipping 0.1% in February. Elsewhere, U.S. retail sales retreated by 0.2% in March, which was more than expected, following a revised 0.3% downswing in February. Indices closed in red territory on Tuesday with both Financial and Health Care stocks trading lower on a variety of economic news. Industrial production came in flat for February, while in housing news, new construction levels retreated in March falling 6.8% to an annual rate of 1.22 million housing starts, versus estimates of 1.246 million. Wednesday’s markets were mixed as the Dow Jones Industrial Average and the S&P 500 Index shed some points while the NASDAQ ended trading with slight gains. Energy brands led the declines. Crude oil prices also slipped after weekly inventory data from the Energy Information Administration showed a smaller-than-anticipated decrease. Reserves dipped by one million barrels last week versus expectations of 1.5 million barrels. Thursday’s results were positive as the NASDAQ rallied to a new record high. The Department of Labor showed new jobless claims ticked up by 10,000 to 244,000 for the week ending April 15th. Continuing claims decreased by 49,000 to 1.979 million for the week ended April 8. The markets ended their week in the red zone with stocks trading lower on a decline in crude oil and ahead of the French election. 

 

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Monday
Apr242017

Q&A Time: Military Defense Stocks, Private Education and ISPs

The experts round out the show answering questions on military defense stocks Northrop Grumman, General Dynamics and Raytheon. They also explain education savings for private high schools, and how the repeal of the FCC privacy rules may affect Internet service providers.

 

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Monday
Apr102017

Money Talks - April 8, 2017

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the week’s economic releases, including the ISM Manufacturing and Nonmanufacturing indices, International Trade, factory orders and the minutes from the latest Federal Open Market Committee meeting. Jarrett and K.C. explore different ways investors can invest in real estate, including rental properties, commercial real estate, raw land, REITs and limited partnerships. The experts round out the show answering listeners’ questions on streaming music service Pandora, frequency of meeting with an adviser and international stocks.

  

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Monday
Apr102017

Case Study: Diversifying an Investment Portfolio with Real Estate

Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the different ways investors can invest in real estate, including rental properties, commercial real estate, REITs and limited partnerships.

 

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Monday
Apr102017

Market Roundup: Stocks Gave Back Prior Week Gains 

Indices started the week in the red zone, despite rebounding somewhat from early low levels. Financial and Consumer Discretionary stocks appeared to sell off on a variety of economic news. The ISM Manufacturing Index dipped to 57.2 in March from 57.7 in February, which was weaker than expected. On Tuesday, stocks edged higher, led by a rise in shares of manufacturers. By mid-week, stocks fell reversing a surge in prices early in the trading day. The ISM Nonmanufacturing Index fell from 57.6 in February to 55.2 in March, again below expectations. Furthermore, minutes from the March Federal Open Market Committee meeting showed that interest rates could continue to rise even as the Fed’s balance sheet shrinks by tightening monetary policy. Indices ended trading in green territory on Thursday. Energy stocks led the way up on a jump in crude oil prices. In economic news, the Department of Labor showed new jobless claims fell by 25,000 to 234,000, marking a two-year low level. The labor report, while positive, came in well below expectations, which may have dampened investor enthusiasm by the close of the markets last Friday as trading closed in red territory. Department of Labor data showed the U.S. economy added 98,000 jobs in March versus estimates of 180,000. Additionally, the unemployment rate dropped to a 10-year low of 4.5%. Syrian conflict concerns likely also contributed to the decline.

 

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Monday
Apr102017

Q&A Time: Pandora, Financial Advisers and International Stocks

The “Money Talks” experts answer listeners’ questions on streaming music service Pandora, the frequency an investor should meet with his adviser and provide opinions on international stocks.

 

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Monday
Apr032017

Money Talks - April 1, 2017

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, to talk about the week’s market action, OPEC’s comments on oil supply, Congress’ movement on health care, the Case-Shiller Home Price Index and mortgage applications.  K.C. and D.J. lead a conversation on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman. The conservative family has concerns that the new lady friend may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets. The show hosts also address listeners’ questions on Sears’ sale of Craftsman Tools and Kenmore lines, Amazon’s brick-and-mortar stores and their effect on traditional retailers.

  

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Monday
Apr032017

Case Study: Providing a Surviving Spouse with a Source of Funds While Protecting Family Wealth

Managing Associates, K.C. Smith, CFP®, and D.J. Barker, CWS®, lead a conversation with Troy Harmon, CFA, CVA, on a wealthy family whose patriarch is acting irrationally and falling in love with a younger woman who may only be after the family’s money. The experts discuss the type of estate planning that they can do now before there is a marriage and what families can do proactively to protect assets.

 

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Monday
Apr032017

Market Roundup: Indices Posted Week-Over-Week Gains

The markets kicked off the week with mixed moves as the Dow Jones Industrial Average and S&P 500 Index shed some points while the NASDAQ posted gains. The Financials and Telecommunication sectors led the downswing while the Healthcare sector stepped up. Indices closed in green territory on Tuesday with the Energy and Financial sectors leading the upswing. The Conference Board's Consumer Confidence index hit 125.6 in March, its highest level since December 2000. Up from 116.1 in February, the reading exceeded a forecast of 116.5 and consensus expectations for 113.9. Midweek brought mixed moves as several Energy stocks posted gains. Crude oil prices climbed following the release of inventory data from the Energy Information Administration. Their report showed reserves increased by a less-than-anticipated 900,000 barrels over the past week. Stocks were broadly steady in trading on Thursday and ended the day slightly up, despite a pullback in the Chinese domestic markets. Indices ended trading in the red on Friday and down for the month, but well up in the first quarter. According to the report from the Bureau of Economic Analysis, personal spending rose 0.1%, half the amount anticipated, while personal income ticked up 0.4% in February, as expected. However, the year-over-year PCE has risen 2.1%, reaching the Fed's 2.0% inflation target for the first time in almost five years. Consumer sentiment climbed in the final reading for March. The University of Michigan's index registered a 96.9, from a prior estimate of 96.3. Economists expected a jump to 97.2. Furthermore, Midwestern manufacturing activity ticked up in March. The Chicago Purchasing Managers index rose to 57.7 from 57.4 in February, versus estimates of a decrease to 56.9.

 

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Monday
Apr032017

Q&A Time: Sears sold Craftsman Brand; Amazon’s Brick-and-Mortar Stores

The show hosts address listeners’ questions on Sears’ sale of Craftsman Tools and Kenmore lines, Amazon’s brick-and-mortar stores and their effect on traditional retailers. 

 

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Monday
Mar272017

Money Talks – March 25, 2017

This week on “Money Talks,” anchor host Troy Harmon, CFA, CVA, is joined by Managing Associate, Shawna L. Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the market’s 1% dip during the week. They also cover economic releases Industrial Production, the University of Michigan Consumer Sentiment Survey, and housing news. Shawna brings to the table a case study on a family who is wondering if the home office tax deduction will benefit them if the husband accepts a telecommuting position at work. The experts also answer listeners’ questions on chemical company Braskem SA; McDonald’s market share problem; social media platform Snapchat; using trusts for education expenses, and iconic retailer Sears.

  

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Monday
Mar272017

Case Study: Home Offices: Specific Qualifications for Deductions but Many Expenses Qualify 

Managing Associate, Shawna L. Theriault, CFP®, C.P.A., brings to the table a case study on a family that is wondering if the home office tax deduction will benefit them when the husband accepts a telecommuting position at work. She and hosts Troy Harmon, CFA, CVA, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss the IRS requirements for a home office deduction and what are considered deductible expenses.

 

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Monday
Mar272017

Market Roundup: Market Slips Nearly 1.5% for the Week 

Market indices closed Monday with mixed results; however, movement was relatively flat, likely a result of light trading. The Dow Jones Industrial Average and S&P 500 ended marginally lower while the NASDAQ added fractional gains. Trading was choppy throughout the day, including a dip in crude oil, causing Energy brands to sell off on the news. The markets closed well into red territory on Tuesday. Financial brands led the selloff, while Basic Materials stocks declined as well. Indices closed mixed on Wednesday, with the Dow shedding some points and the S&P 500 and NASDAQ eking out slight gains on a variety of economic news. Existing home sales dipped in February, as the National Association of Realtors data showed sales decreased by 3.7% to an annual rate of 5.48 million, versus an expected rate of 5.57 million. Crude oil prices slipped again following news of a greater-than-expected jump in inventories. Reserves increased by five million barrels over the last week, twice the anticipated amount. Indices found themselves in the red zone again on Thursday with stocks declining amid a voting delay on the repeal and replace health care bill. In housing news, new home sales jumped to a seven-month high in February. Commerce Department figures showed sales of newly built houses climbed by 6.1% last month to an annual rate of 592,000. The results exceeded estimates of 571,000. Department of Labor data showed initial jobless claims increased by 15,000 to 258,000, versus expectations of claims dipping to 240,000. Mixed results were on deck Friday as stocks rebounded slightly following news the GOP pulled the health care reform bill. In economic releases, durable goods orders for February were stronger than expected. Census Bureau data showed orders for goods designed to last several years climbed 1.7% last month, down from 2.3% growth in January but beyond estimates of 1.5% growth. Core goods orders slipped 0.1%, versus an anticipated increase of 0.5%.

 

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Monday
Mar272017

Q&A Time: McDonald’s Market Share, Snapchat, Sears and More

The “Money Talks” experts answer listeners’ questions on chemical company Braskem SA; McDonald’s market share problem; social media platform Snapchat; using trusts for education expenses, and iconic retailer Sears.

 

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Monday
Mar202017

Money Talks - March 18, 2017

This week on “Money Talks,” Principal Bil Lako, CFP®, and Director of Research Troy Harmon, CFA, CVA, are joined by Principal Jennifer Thomas, CFP®, to discuss the release of President Trump’s tax returns and the Federal Open Market Committee’s decision to raise the fed funds rate. They also cover how the sectors fared in the market during the week and several economic releases, including the Producer Price Index and the Consumer Price Index. Jennifer and Bil discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio. The experts finish off the show with listeners’ questions on fair value; Dow darlings UnitedHealth Group, Home Depot and Visa, and whether or not it is a good time to buy bank stocks.

  

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Monday
Mar202017

Case Study: Having Tax Diversified Assets for Retirement

Principals Jennifer Thomas, CFP®, and Bil Lako, CFP®, are joined by Director of Research Troy Harmon, CFA, CVA, to discuss a common problem of investors who save the majority of their retirement funds in tax deferred accounts: taxes. They look at how required minimum distributions can bump a taxpayer into a higher bracket and the importance of having tax-diversification in your portfolio.

 

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Monday
Mar202017

Market Roundup: Mixed Moves End in Slight Gains for the Week as Fed Increases Interest Rates

The markets opened the week mixed as investors anticipated the Federal Reserve to raise interest rates later in the week. Tuesday’s action was marked by a selloff in the oil market, as investors worried that an increase in U.S. production could impede efforts to reduce supply, which has kept oil prices sliding since January 2016. In economic news, the Producer Price Index climbed 0.3% in February following a 0.6% jump in January. As expected, midweek, the Federal Reserve announced it would raise interest rates, and stocks rose on the news. Furthermore, the Fed officials indicated they expect to raise short-term interest rates three times this year. Indices ended with mixed moves on Thursday, with Financials ending strong while Health Care and Utilities took a breather. Housing starts ticked up in February, increasing 3% last month while building permits dipped 6.2%. The indices continued with mixed moves on Friday as the Dow Jones Industrial Average and S&P 500 shed some points while the NASDAQ closed with fractional gains. The University of Michigan's consumer sentiment survey showed that consumer confidence is on an upswing this month. The index hit 97.6 in a preliminary reading for March, versus February's final reading of 96.3. Looking elsewhere, industrial production registered a flat reading in February. The result was shy of estimates for an increase of 0.3%.

 

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Monday
Mar202017

Q&A Time: Fair Value, Top Dow Stocks and Banks

The Money Talks experts answer listeners’ questions on fair value and what market morning shows mean when they discuss futures and implied opening before the market opens. They also provide their opinions on Dow darlings UnitedHealth Group, Home Depot and Visa, and whether or not it is a good time to buy bank stocks.

 

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