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Yearly Archives: 2022

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  2. 2022

Pieces of the College Planning Puzzle

Case Study, Education Planning, Family Finances, FeaturedBy Editorial TeamAugust 9, 2022

Senior Associate, Melanie Wells, CFP®, joins Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the many options for parents who are saving for their children’s college education.

In the News: All Your Eggs in One Basket: Concentrated Stock Positions

Featured, In The NewsBy Editorial TeamAugust 5, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights the problems investors have with a concentrated stock position and provides possible solutions to reduce the concentration.

What the Red-Hot Job Market Means for Workers

Business Owner/Self Employed, Economy/Stock Market, Personal FinanceBy Editorial TeamAugust 4, 2022

The sheer number of available jobs has been running far above the number of unemployed job seekers. We explore what this means for workers.

Tax Benefits for People with Disabilities

Blog, TaxBy Henssler FinancialAugust 3, 2022

Individuals with disabilities, as well as parents of disabled children, are eligible for several income tax benefits.

All Your Eggs in One Basket: Concentrated Stock Positions

Case Study, Featured, Investment SelectionBy Editorial TeamAugust 2, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Senior Financial Planner, Giuliana Barbagelata, CFP®, to discuss the issues investors can have when they have a concentrated position in one stock.

In the News: Fixed-income: preserve principal not maximize returns

Featured, In The NewsBy Editorial TeamJuly 29, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that 9.1% inflation is not normal nor will it likely be like this long term, and it will ultimately benefit companies’ revenue streams. Therefore, stocks are one of the best hedges against inflation.

Life Insurance at Various Life Stages

Blog, Insurance, Starting OutBy Henssler FinancialJuly 28, 2022

Just as your wealth goes through transitions throughout your life, so does the need for life insurance. It’s important to coordinate your insurance coverage with your current needs.

Dividends for Income and Total Returns

Blog, Investment SelectionBy Editorial TeamJuly 27, 2022

Dividends can be a dependable source of income for retirees and others who want an income stream without selling their underlying investments.

Fixed-Income: Preserve Principal not Maximize Returns

Case Study, Economy/Stock Market, Featured, Investment SelectionBy Editorial TeamJuly 26, 2022

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to explore a fixed-income strategy given the high inflation and rising interest rate environment.

In the News: With high inflation and volatility, do annuities make sense?

Featured, In The NewsBy Editorial TeamJuly 22, 2022

As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains that while annuities are gaining traction as interest rates continue to rise, insurers do not have access to anything different than what is readily available in the market for all investors.

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