Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, advise a couple who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets.
For January 2024, the Henssler Research Analysts are paying attention to the Fed’s response to cooling inflation, the performance of quality stocks, and broader participation in market performance among S&P stocks.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it appears as if the market considers inflation tamed heading into 2024; however, given the varied economic conditions, the distribution of outcomes in 2024 is sizable.
In October 2023, over half of small businesses felt the impact, with 20% adjusting hiring decisions. Despite hurdles, aspiring entrepreneurs can explore various financing options. Check out our breakdown!
Unlocking the investor’s mind: how personality shapes wealth outcomes! Are you an adventurous risk-taker or a cautious planner? Find out more!
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a closer look at the dollar’s strength and where we fit in the global economy.
As seen in the Marietta Daily Journal: The rise of self-employed and gig-economy workers has been remarkable post-pandemic! Bill Lako, CFP® explores proven strategies for self-employed individuals to build wealth and secure a prosperous retirement.
Invest in your child’s bright future in 2024! We explain why 529 plans are more flexible than ever, and why you should consider a 529 plan for tax-free education savings.
Imagine safeguarding your family’s future even if the unexpected happens. That’s where life insurance steps in. Discover the basics of life insurance coverage—your key to ensuring a financial safety net for your loved ones.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how new retirees may have low income taxes, which provides an opportunity to move tax-deferred retirement assets into a tax-free retirement account.