As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in ETFs have more than tripled since 2010, while the number of ETFs has more than doubled.1 An ETF is a portfolio of securities assembled by an investment company, similar to…
If you’re saving for college, retirement, or a large purchase, it can be useful to quickly calculate how an anticipated annual rate of return will affect your money over time. We explain the Rule of 72 in this week’s Financial Tip.
99.9% of the time, your financial consultants operate as a well-oiled machine. Your investment adviser dedicates his full-time attention to managing your portfolio, making the buy and sell decisions.
In this episode of Casual Finance Friday, Research Analyst Jacob Keen discusses why we’re seeing China in all of our financial headlines—from tariffs to devaluing their currency—China could affect the global growth story.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why he doesn’t recommend individuals ever invest in the company they work for and what you can do if you do own significant amounts of your company’s stock.
The “Money Talks” hosts discuss a common situation amongst retirees: having their 401(k) fully invested in their employer’s company stock. When it comes time to start planning for liquidity, these investors need to consider the Net Unrealized Appreciation they have in their company stock.
In today’s Marietta Daily Journal, Bil Lako, CFP® explains why you can’t depend on your fight or flight instinct when it comes to making financial decisions. Read the Article 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…
Research Analyst Nick Antonucci, CVA, CEPA, discusses downside protection and what investors may want to consider if they seek to reduce the magnitude of a significant market decline in this episode of Casual Finance Friday.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains how to position your investments so you should not have to sell stocks to cover liquidity needs when the market is falling.
This week on “Money Talks,” your hosts delve into a couple’s situation where they are increasing their emergency reserve and want to protect the purchasing power of their liquidity. The planners discuss why it may not be best to chase the highest yield and the different cash equivalents for short-term money.
