In the News: Follow The Money
In today’s Marietta Daily Journal, Bil Lako, CFP®, shares a piece of advice that might help you avoid unfavorable financial situations.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
In the News: Investing in an overvalued market
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how investors can make the decision to buy when so many stocks look overvalued.
Six Keys to More Successful Investing
We offer six tips to help minimize your loss and maximize your gains when investing in this week’s Financial Tip.
Holding Periods for Capital Assets
The “Money Talks” Experts discuss a situation for a couple of investors who have bought and sold several different types of assets throughout the year. They talk about the holding periods and how they affect the capital gains treatment.
Keep Your Plan Based on Your Needs, not Politics
The “Money Talks” hosts discuss whether the threat of a presidential impeachment should be a reason to change your portfolio or financial plan.
Real Estate Investing 101
If you are new to investing in real estate, there are several questions you should ask yourself to choose the best real estate investments for your needs. We list five in this week’s Financial Tip.
In the News: Ever Wonder, “Why Am I the Type of Investor That I Am?”
In today’s Marietta Daily Journal, Bil Lako, CFP® explains how our feelings toward money can create bias that influences our investment decisions. Read the article here. Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy…
Dollar Cost Averaging
If you haven’t started investing towards a long-term goal because you’re worried about short-term market volatility, consider using this popular investment strategy. Read all about dollar cost averaging in this week’s Financial Tip.
In the News: Taking a comprehensive approach
In today’s Marietta Daily Journal, Bil Lako, CFP® explains the many other areas that can benefit from the coordination of a financial adviser, aside from the standard “planning for retirement.” Read the article here Disclosures: The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources…