Smoothing Market Ups and Downs
Dollar-cost averaging involves investing a fixed amount on a regular basis, regardless of share prices and market conditions.
Going Public: How Are Direct Listings Different from IPOs?
When a new stock enters the market, it is introduced as either an IPO or a direct listing. The path a company takes to the stock market generally depends on its business goals.
2022 Outlook Includes Inflation and Rising Interest Rates
The Henssler Research Analysts discuss what they believe 2022 holds for the stock market, as Chief Investment Officer, Troy Harmon, CFA, CVA, and Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, examine inflation, government spending, performance concentration in a few stocks, and the chances of growth in 2022.
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.
Understanding the Taxation of Cryptocurrency Transactions
If you have purchased, owned, sold, gifted, made purchases with, or used cryptocurrency in business transactions, there are certain tax issues you need to know about.
Mitigating Sequence Risk With the Ten Year Rule
The “Henssler Money Talks” hosts discuss a common investor worry—the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it.
Company Stock and Your Retirement Strategy
Holding more than 10% to 15% of your assets in company stock could upend your retirement strategy if the stock suddenly declines in value.
Retirement Liquidity: Bonds or Dividends?
Chief Investment Officer Troy Harmon, CFA, CVA, joined by Managing Associate Shawna Theriault, CFP®, CDFA®, CPA, and Associate Peter Lynch look at the situation of a couple working with an adviser who recommends using a dividend portfolio to provide retirement income. They discuss the risks of this strategy and compare it to the Henssler Ten Year Rule strategy.
Is Cash King? Depends on Your Needs
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, to take a closer look at a common investor situation of having cash available for investment but being reluctant to invest it with the stock market and real estate at all-time highs, and rates on fixed-income investments are as low as ever.