In the News: With multiple accounts, there is plenty of room for RMD errors
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some common mistakes investors make when it comes to required minimum distributions.
P/E Ratios Offer Multiple Perspectives on Value
Looking for a good buy in the market? The price/earnings (P/E) ratio can be a helpful starting point for evaluating whether a company’s stock is under- or overpriced.
New Tax Information Reporting Requirement for Cryptocurrency
With the Infrastructure Investment and Jobs Act of 2021, cryptocurrency exchanges will have new information reporting requirements starting in 2023. The first reporting forms related to crypto transactions will be issued to the IRS and investors in January 2024.
With Multiple Accounts, There is Plenty of Room for RMD Errors
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Peter Lynch to work through the complicated situation of having multiple retirement accounts that require individual required minimum distributions. With plenty of room for error, paying close attention to RMDs is necessary.
Are You Using QuickBooks’ Custom Fields? Should You Be?
QuickBooks was designed to be used by numerous types of small businesses. Custom fields help you tailor it to meet your own needs.
Borrowing Options: Benefits and Dangers of Borrowing
Debt, credit, and borrowing are a how most investors make large purchases, whether it is a car, a home, or college tuition. However, borrowing comes with a dangerous side as well.
Most Investors Will Pay Tax on a Portion of Their Social Security Benefits
Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, join Chief Investment Officer Troy Harmon, CFA, CVA, to address a couple’s concerns about taking Social Security benefits knowing they will likely be taxed on their benefits.
December 2021 Market Minute: Omicron Variant, Fed Policy, Debt Ceiling
For December 2021, the Henssler Research Analysts are closely watching how the Omicron COVID variant may affect the economy with some countries taking lockdown measures. The Experts are also keeping an eye on Fed Policy and what the central bank will signal about tapering, plus the debt ceiling debate in Washington.
In the News: It’s ill-advised to count on an inheritance to fund your retirement
As seen in the Marietta Daily Journal: Bil Lako, CFP®, explains how all inheritances are not equal, so banking on such a windfall to fund your retirement is generally a bad idea.
Supply-Chain Chaos: Holiday Edition
Retailers have warned consumers that product shortages and shipping delays will continue—just what we needed this holiday season! Here is what you need to know.