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Monthly Archives: April 2018

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Sometimes a Yield Curve is Just a Snapshot of Rates at a Given Time

Economy/Stock MarketBy Henssler FinancialApril 30, 2018

Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K.C. Smith, CFP®, to discuss fiscal policy and what it may mean for our economy. They take a deeper look at the yield curve of U.S. Treasury bonds, and how close the curve has come to inverting.

Market Roundup: Lackluster Earnings Leads to Relatively Flat Week for Equities

Economy/Stock MarketBy Henssler FinancialApril 30, 2018

Indices kicked off the last full week of April mixed with Dow Jones Industrial Average and the NASDAQ Composite ending the session fractionally lower while the S&P 500 index added marginal gains. Trading was fairly flat despite a variety of economic news.

Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter

Blog, In The News, Investment SelectionBy Henssler FinancialApril 27, 2018

It’s your money and your financial future you’re watching decline. Bil Lako, CFP®, explains that it’s the actions that you take during that volatility that define you as an investor.

I’m starting a new job. Which is better, an HMO or a PPO?

Blog, InsuranceBy Henssler FinancialApril 27, 2018

Having to choose between an HMO and a PPO? The differences come down to flexibility and cost. We explain in our Question of the Week.

Tax Reform Limits Exchanges to Defer Taxes

Blog, Business Owner/Self Employed, TaxBy Henssler FinancialApril 26, 2018

Section 1031 exchanges, also known as like-kind exchanges, are now limited to real estate. We explain in this week’s Business Tip.

Is Bunching Right for You?

Blog, TaxBy Henssler FinancialApril 25, 2018

Are your itemized deductions typically roughly equal to the new standard deduction amount? If so, think about using a tax strategy known as bunching. Learn more in this week’s Tax Tip.

Top Economist Roger Tutterow Named Henssler Financial Endowed Chair

Blog, In The NewsBy Henssler FinancialApril 25, 2018

Congratulations to Roger Tutterow, Ph.D., who was appointed as the Henssler Financial Endowed Chair at Kennesaw State University.

Changing Jobs? Know Your 401(k) Options

Blog, RetirementBy Henssler FinancialApril 24, 2018

No matter how you leave your job, you’ll be entitled to your vested 401(k) balance. What you do next with your money has different tax consequences. We explain in this week’s Financial Tip.

Planning Priorities: The Ten Year Rule

Investment Selection, Personal Finance, Retirement, Starting Out, VideoBy Henssler FinancialApril 23, 2018

Bil Lako, CFP®, explains Henssler Financial’s comprehensive financial planning strategy, The Ten Year Rule.

Stocks are a Long-Term Investment; Short-Term Volatility Shouldn’t Matter

Case Study, Investment SelectionBy Henssler FinancialApril 23, 2018

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss portfolio selection, keeping a long-term view of your investments, and sticking with your investment strategy, especially during market volatility.

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