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Daily Archives: May 15, 2017

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Special Tax Strategy for Company Stock Could Save Tax Dollars

Case Study, Investment Selection, TaxBy Henssler FinancialMay 15, 2017

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.

Market Roundup: Disappointing Earnings Reports Eclipse the Market Highs from Earlier in the Week

Economy/Stock MarketBy Henssler FinancialMay 15, 2017

The S&P 500 and NASDAQ Composite inched to fresh highs Monday, lifted by gains in technology and energy shares. Energy firms were the best-performing sector in the S&P 500, adding 0.7% as oil prices climbed. Declines in industrial-metals prices weighed on materials producers, limiting gains.

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