In the News: Managing portfolio risk with financial planning in retirement
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how investors can manage their risk by having a financial plan in retirement.
The Art of Running a Successful Family Business: Breaking Things Down
Family businesses often fail just the same as others do. If you truly want to make sure that yours gets off on the right foot, we provide a few key things to keep in mind.
4 Fundamental Concepts for New Investors
Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions.
October Extended Due Date Just Around the Corner
If you could not complete your 2020 tax return by May 17 and are now on extension, that extension expires on October 15, 2021.
Managing Portfolio Risk with Financial Planning in Retirement
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Nick Antonucci, CVA, CEPA, and Managing Associate Jarrett McKenzie, CFP®, CWS® to evaluate an investor’s situation who feels that he’s done just fine with asset management and doesn’t need a financial plan. Jarrett explains how the financial plan is even more critical in retirement than during your saving years.
Our Three Cents — Debt vs. Equity
Troy Harmon, CFA, CVA, Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA, discuss the difference between debt and equity when it comes to raising money for your small business.
In the News: Trusted persons to help with financial responsibilities as you age
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how some senior investors may be in a vulnerable position for financial abuse, and what can be done to protect family wealth.
Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
For small businesses, a Chapter 11 bankruptcy to restructure took time and was cost-prohibitive. With the expansion Subchapter V and the higher debt limit extended to March 27, 2022, small businesses have a lifeline!
Too Hot to Handle: What’s Ahead for the U.S. Housing Market?
Home prices are so high that some buyers are backing off, but demand remains strong and will outstrip housing supply for the foreseeable future.
September 2021 Market Minute: Semiconductor Shortage; GDP Estimates; Valuations
For September, the Henssler Research Analysts are watching how the semiconductor shortage is affecting the auto industry, lowered GDP estimates for the third quarter, and the high market valuations.