Steps to Ensure Your Portfolio’s Stability Amid Uncertainty
The “Henssler Money Talks” hosts provide some tips for investors fretting about how the November election will affect their portfolios.
Why You shouldn’t Invest Emotionally
Senior Associate Logan Daniel, CFP®, CRPC®, delves into the fascinating realm of behavioral finance, exploring the intricate ways in which personal emotions and cognitive factors can sway financial decision-making.
Can Your Personality Influence Your Portfolio? New Research Points to Yes
Unlocking the investor’s mind: how personality shapes wealth outcomes! Are you an adventurous risk-taker or a cautious planner? Find out more!
Mutual Funds vs. Individual Stocks in the Modern Investment Landscape
You might be able to buy and sell individual stocks on a phone app, but you must still do due diligence, researching each of the stocks you want to own.
Understanding the Impact of Coupon Rates and Yield to Maturity
The “Henssler Money Talks” hosts discuss bond interest rates, explaining the difference between coupon rate and yield to maturity. They also analyze how these two rates work with your bond holdings according to the Henssler Ten Year Rule.
Bond Yields Are Up, but What Are the Risks?
Bonds are generally considered to have lower risk than stocks, but they are not without risk. In fact, bonds are subject to multiple risks.
Economic Signals: Understanding the Leading Economic Indicators
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen, CFA, and Henssler’s Chief Economic Adviser Roger Tutterow, Ph.D., for an economic discussion on what the leading economic indicators are forecasting in terms of an impending recession.
REITs, Rates, and Income
A real estate investment trust (REIT) is a way to invest in commercial real estate without the responsibility of managing a property yourself, and with a much smaller investment than might otherwise be needed. We explore more on how REITs can be a helpful tool to increase diversification.
Interval Funds: Accessible Alternatives for Today’s Investors
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, CWS®, and Research Analyst Nick Antonucci, CVA, CEPA, look at a situation where an adviser is recommending some alternative investments to a couple of investors. The investors are concerned about the increased risk and if they are the right fit for this strategy.
Transformative Tech: Will AI Upend the American Workforce?
In the race to monetize AI, it’s crucial to explore how widespread adoption of AI-enabled technologies could shape the future of workers and businesses.