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Monthly Archives: May 2017

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Market Roundup: Late Rally Couldn’t Overcome Losses

Economy/Stock MarketBy Henssler FinancialMay 22, 2017

A rally late last week pulled the markets higher, but not enough to overcome a midweek tumble. On Monday, stocks increased on a jump in commodity prices boosting shares of energy and mining companies.

Don’t Bank Your Retirement on Your Business

Blog, Business Owner/Self EmployedBy Henssler FinancialMay 19, 2017

Even as a business owner, broadly diversifying your assets may help protect against risk. Read all about it in this week’s Business Tip.

Wall Street Week Ahead for the Week of May 22, 2017

Economy/Stock Market, VideoBy Henssler FinancialMay 19, 2017

Director of Research, Troy Harmon, CFA, CVA, and Research Analyst, Nick Antonucci, CVA, discuss April’s new and existing home sales, the Federal Open Market Committee Minutes from the May meeting, the first revision of first quarter’s GDP and the University of Michigan’s Consumer Sentiment Survey.

In the News: Special Tax Strategy for Company Stock Could Save Significant Tax Dollars

Blog, In The News, TaxBy Henssler FinancialMay 19, 2017

In today’s Marietta Daily Journal, Bil Lako, CFP®, explains a tax-saving tip for highly appreciated company stock in your 401(k).

What is an ERISA Fiduciary?

Blog, Business Owner/Self Employed, RetirementBy Henssler FinancialMay 19, 2017

ERISA rules protect the interests of retirement plan participants. Do you know your plan’s fiduciary is? Learn more in this week’s Business Tip.

Buying a Home Both You and Your Insurer Will Love

Blog, InsuranceBy Henssler FinancialMay 18, 2017

Did you know the condition, location and age of the home you buy affects your insurance premiums? Learn more in this week’s Insurance Tip.

Taxation of Investments

Blog, TaxBy Henssler FinancialMay 17, 2017

What went on with your investment during the year? You need to know because it determines how it is taxed. Learn more in this week’s Tax Tip.

In the News: Getting Culinary Schooled by Mom

Blog, In The News, TaxBy Henssler FinancialMay 16, 2017

John Dickson, C.P.A., CVA, confirms that no matter how good your business idea, you still need a solid financial plan.

And Baby Makes Three

Blog, Family FinancesBy Henssler FinancialMay 16, 2017

If you’re becoming a parent, you need to consider your budget, insurance coverage, estate plan and more! Learn more in this week’s Financial Tip.

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.

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