Liquid Investment Options for Your Emergency Reserves
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.
Liquid Investment Options for Your Emergency Reserves
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.
Portfolio Allocation When A Recession is Around the Corner
This week on “Money Talks,” your hosts look at a couple’s situation where they are five years from retirement and are concerned about the likelihood of a recession in the next three to five years. The experts discuss how the Ten Year Rule would work for them and how to position their investment portfolio.
How do I construct an investment portfolio that’s right for me?
Before you start putting together an investment portfolio, you should consider a few of these well-recognized guidelines. We explain in this Question of the Week.
Selling Investments and Reporting Cost Basis
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, to talk about cost basis, and the importance of keeping good records, so you can substantiate your gains or losses at tax time.
Should I invest in stocks or mutual funds?
Henssler Research Analyst Jacob Keen answers our “Money Talks” question of the week, “Should I invest in stocks or mutual funds?”
What are DRIPs?
A DRIP automatically reinvests your shareholder dividends in more shares of the same company’s stock. When you are due a dividend, you are issued more shares of stock instead of a cash dividend payment. In some cases, the issuing company will cover the broker’s fees and may even provide the additional shares at a discounted…
Should you be investing more aggressively?
There’s no way to know the answer to that without reviewing your individual circumstances and financial goals. However, if you are investing too conservatively, it can have a profound effect on your long-term financial security. How you should be investing depends on many factors, such as: How able are you to tolerate risk? How soon…
The Speculative Nature of Cannabis Stocks
In this episode of Casual Finance Friday, Henssler Research Analyst Jacob Keen provides his analysis on the growing weed business and the mania surrounding it. Marijuana is still illegal in the United States at the federal level, so you may not want to just blindly throwing your money into this market.
Know Your Mutual Funds
Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for college or a house, building an emergency fund, or providing current income.* Mutual funds offer a convenient way to participate in a broad range…