Installment Sale – A Useful Tool to Minimize Taxes
Thinking of selling a property you’ve owned for a while? Learn how an installment sale could help you manage capital gains taxes and the 3.8% surtax on net investment income.
Building Your Optimal Portfolio: The Role of Active and Passive Management
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to help some investors who are new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other.
May 2024 Market Minute
Our Research Analysts are keeping a close eye on the commodities market, the 10-year Treasury and tensions with China for the month of May.
In the News: Interest rates stand still: A look at the factors holding back cuts in 2024
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at our sticky inflation and what that may mean for Fed interest rate cuts.
New SAVE Repayment Plan Offers Key Benefits
The Department of Education’s new SAVE Plan is revolutionizing federal student loan repayment! Enjoy lower payments, full interest subsidies, and more with this generous income-driven plan.
How Overstaffing Can Impact Your Small Business
Overstaffing can sneak up on small businesses, leading to inefficiencies and extra costs. Learn how to identify, tackle, and prevent this common issue while keeping your team engaged and productive.
Social Security: When Should You Claim Retirement Benefits?
The age you decide to take Social Security benefits affects how much you’ll receive over time. However, that shouldn’t be the deciding factor for when to start benefits. In this episode of Planning Priorities, K.C. Smith, CFP®, CEPA, covers Henssler Financial’s strategy when it comes to incorporating Social Security benefits in your financial plan.
Interest Rates Stand Still: A Look at the Factors Holding Back Cuts in 2024
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, and fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, take a deeper dive into the trends seen in the stock market, economy, and the possibility of stagflation.
In the News: Hidden Heroes of Tax Season: How A Financial Adviser Can Help
As seen in this week’s Marietta Daily Journal, Bil Lako, CFP®, explains how financial advisers can be your ultimate ally in navigating taxes and maximizing returns.
What to Know About T Plus 1 Trade Settlement
Settlement cycles on U.S. stocks and other securities will shift from two business days to one. Securities affected include stocks, bonds, exchange-traded funds, certain mutual funds, real estate investment trusts, and MLPs traded on U.S. exchanges.