Mar112025

Riding Out the Storm: How to Handle Market Declines

Case Study, Economy/Stock Market, Featured, Investment Selection, Personal Finance

The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market’s volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions drive their decision-making. We’ll break down recency bias from the past two stellar market years and why short-term swings shouldn’t dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high-quality companies can make a difference.

Feb42025

Selling Stocks in a Booming Market—Does It Ever Make Sense?

Case Study, Featured, Investment Selection, Starting Out

This week on “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, shed light on when and why investors should consider selling their stocks. When a market disruptor shakes investor confidence, suddenly, everyone is looking for the exit. Selling should be a strategic decision—not an emotional reaction.

Jan282025

Balancing Risk, Reward, and Emotions: The Adviser Advantage

Case Study, Featured, Investment Selection, Personal Finance

“Money Talks,” hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, address an investor’s concern about the value a financial planner brings to the table. They explore how advisers provide personalized guidance, emotional support, and strategic planning that goes far beyond simply managing investments.

Dec102024

Retirement Planning: Managing Market Risks and Ensuring Financial Stability

Case Study, Featured, Investment Selection, Nearing Retirement, Retirement

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associates Jarrett McKenzie, CFP®, CWS®, and K.C. Smith, CFP®, CEPA, to explore sequence risk and the long-term effects of retiring in a down market. Jarrett and K.C. unpacked how the Henssler Ten Year Rule nearly eliminates this risk.