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Daily Archives: January 3, 2017

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Purchasing Power and the Ten Year Rule

Case Study, Investment SelectionBy Henssler FinancialJanuary 3, 2017

Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Research Analysts Nick Antonucci, CVA, and Jacob Keen to address a listener’s concern that following our Ten Year Rule would cause one to lose principal in terms of purchasing power. They discuss how the Ten Year Rule works in periods of recession and inflation, giving examples of how our investment strategy works.

Separately Managed Accounts: Tailored to Suit You

Blog, Personal FinanceBy Henssler FinancialJanuary 3, 2017

Mutual funds have an inherent lack of tax efficiency. A better approach for some may be a separately managed account. We explain in this week’s Financial Tip.

Market Roundup: Stocks Trade Lower in Final Trading Week of 2016

Economy/Stock MarketBy Henssler FinancialJanuary 3, 2017

After being closed for the Christmas holiday, the markets opened Tuesday with a quiet session, as trading volumes generally dwindle around the holiday period. Despite not making a move of at least 1% in either direction since Dec. 7, the Dow Jones Industrial Average extended a post-election rally that has lifted it 8.8% since Nov. 8 and brought its 2016 gain to 14%. /p>

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