Bil Lako, CFP®, and Troy Harmon , CFA, CVA, are joined by Managing Associate Shawna Theriault, CFP®, C.P.A., who shares information on how private family foundations can fulfill a family’s philanthropic legacy desire.
Henssler Research Analyst, Nick Antonucci, CVA, explains what bonds are, how they pay interest and why an investor may want to buy one.
Managing Associate K.C. Smith, CFP®, and Senior Associate, Jarrett McKenzie, CFP®, CWS®, are joined by anchor host Troy Harmon, CFA, CVA, to discuss mid-year financial reviews, and how investors can benefit from a financial checkup this summer.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains dollar cost averaging money into a bull market.
Managing Associate Shawna Theriault, CFP®, C.P.A., and Senior Associate Jarrett McKenzie, CFP®, CWS®, join Director of Investments Troy Harmon, CFA, CVA, to discuss the financial concerns of a couple who are anxious about dollar cost averaging into the market while the market is at all-time highs.
Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Troy Harmon, CFA, CVA, discuss owning company stock in your qualified retirement plan and how net unrealized appreciation rules can provide a significant tax savings.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains alternative investments average investors may consider.
Henssler Financial Senior Associate, Jarrett McKenzie, CFP®, CWS®, addresses a “Money Talks” listener question on whether he should consider buying or leasing a car.
In today’s Marietta Daily Journal, Bil Lako, CFP®, explains why communication is important among you financial experts.
Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the different ways investors can invest in real estate, including rental properties, commercial real estate, REITs and limited partnerships.
