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Author Archives: Henssler Financial

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The Investment Policy Statement: A Portfolio's Road Map

Blog, Investment SelectionBy Henssler FinancialAugust 28, 2012

Even though an investment policy statement may target a desired return on the portfolio, that does not mean the portfolio will necessarily achieve that return. All investing involves risk, including the potential loss of principal, and there can be no guarantee that any investing strategy will be successful. Learn more in this Financial Tip.

First Down Week in Nearly Two Months

Economy/Stock MarketBy Henssler FinancialAugust 27, 2012

The “Money Talks” hosts discuss how home sales will come close to adding to GDP in 2012, and why expectations are even better for 2013.

Q&A Time: Monster Beverage, McKesson and Harris Corp.

Education Planning, Investment SelectionBy Henssler FinancialAugust 27, 2012

Ted Parrish,CFA, and Dr. Gene provide their opinions on Monster Beverage, McKesson and Harris Corp.

Pension Maximization

RetirementBy Henssler FinancialAugust 27, 2012

Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.

Passwords and Virtual Assets

CybersecurityBy Henssler FinancialAugust 27, 2012

Bil Lako, CFP® provides some advice on how important it is for both spouses to have passwords and access to financial documents should one be incapacitated.

Saving for College and Retirement

Blog, Education Planning, In The News, RetirementBy Henssler FinancialAugust 24, 2012

You can borrow money for your children’s college education, but you cannot borrow money for your own retirement. We explain how to find balance in this Marietta Daily Journal Blog post. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information…

In the News: Bonds — Not as Safe as You Think

Blog, In The News, Investment SelectionBy Henssler FinancialAugust 24, 2012

Interest rates and bond prices have an inverse relationship. Consider this before you buy a 10-year bond. We explain in today’s Marietta Daily Journal.

Retirement Plans for Your Small Business

Blog, Business Owner/Self EmployedBy Henssler FinancialAugust 24, 2012

A retirement plan is a critical part of a competitive benefits package. If you’re a small business owner and haven’t established one, what are you waiting for? Learn more in this Business Tip.

Do You Have the Right Type of Life Insurance?

Blog, InsuranceBy Henssler FinancialAugust 23, 2012

Would you like term, permanent or cash value? You’ll need different types of life insurance as your situation changes. Learn more in this Insurance Tip.

Tax Increases Looming in 2013

Blog, TaxBy Henssler FinancialAugust 22, 2012

Unless Congress acts, rich and poor alike will face higher taxes in 2013. Find out what changes might affect you in this week’s Tax Tip.

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