Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate Jarrett McKenzie, CFP®, CWS®, 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.
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.
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.
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.
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.
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.
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.
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.
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.
Spring is here, and it’s not just your home that needs cleaning! Your financial records in QuickBooks could use some tidying too. Check out these tips to freshen up your finances for the new season.