Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks: Your trusted resource for your money, your future, your life.
…
continue reading
1
Case Study: Investing as a Couple
13:11
13:11
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
13:11
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch discuss strategies for a couple who want to make significant strides saving for their future, but don’t know if they should be looking at everything as a whole instead of separate accounts with their own objective. Read the Article:…
…
continue reading
1
Henssler Money Talks - April 13, 2024
44:54
44:54
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:54
Henssler Money Talks – April 13, 2024 Season 38, Episode 15 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Associate Peter Lynch to cover the news that moved the market including the Consumer Price and Producer Price indices. The hosts discuss the price increa…
…
continue reading
1
Case Study: When to Begin Social Security Benefits
11:23
11:23
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:23
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to explain Henssler Financial’s unique strategy for deciding when to begin Social Security benefits. The decision on when to begin drawing your Social Security benefits should not be made in the vacuum of which…
…
continue reading
1
Henssler Money Talks – April 6, 2024
43:47
43:47
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
43:47
Henssler Money Talks – April 6, 2024 Season 38, Episode 14 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, to summarize the week’s market movements and cover the Manufacturing and Nonmanufacturing indices. K.C. and Adam explain He…
…
continue reading
1
Henssler Money Talks - March 30, 2024 (Repeat)
44:34
44:34
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:34
This week on Money Talks, we’ll be off for the Easter holiday. However, you can still tune in to listen to some of our best case studies and listener questions from the past few weeks. In the meantime, we’re here to answer your financial questions. Email us at DrGene@henssler.comKirjoittanut Henssler Financial
…
continue reading
1
Case Study: Worst and Best Assets to Inherit
15:26
15:26
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
15:26
Estate Planning Attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most difficult assets to leave to heirs, and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive. Read the Arti…
…
continue reading
1
Henssler Money Talks - March 23, 3024
45:23
45:23
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:23
Henssler Money Talks – March 23, 2024 Season 38, Episode 12 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Estate Planning Attorney Arun Gupta and Research Analyst Nick Antonucci, CVA, CEPA, to cover the University of Michigan Consumer Sentiment Survey, New Residential Construction, and the March Federal Op…
…
continue reading
1
Case Study: Money Left in a 529 Plan
14:00
14:00
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
14:00
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, take a deeper dive into the SECURE Act 2.0 provision allowing for Roth IRA rollovers from a 529 Plan. Read the Article: https://www.henssler.com/navigating-new-rules-roth-ira-rollover-options-for-unused-529-plan-funds…
…
continue reading
1
Henssler Money Talks – March 16, 2024
45:27
45:27
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:27
Henssler Money Talks – March 16, 2024 Season 38, Episode 11 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Managing Associate Jarrett McKenzie, CFP®, and Associate Adam Stadalius, CFP®, to cover February’s employment situation, the Consumer and Producer Price indices, and retail sales. Jarrett takes a deeper d…
…
continue reading
1
Case Study: Repurposing Life Insurance as an Estate Planning Tool
11:46
11:46
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:46
Chief Investment Officer Troy Harmon, CFA, CVA, is joined Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. Read t…
…
continue reading
1
Henssler Money Talks - March 9, 2024
43:38
43:38
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
43:38
Henssler Money Talks – March 9, 2024 Season 38, Episode 10 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss the ISM Manufacturing and Nonmanufacturing indices, Consumer Sentiment, and the week’s market …
…
continue reading
1
Case Study: Using a 401(k) Payout to Pay off Student Loans
12:56
12:56
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
12:56
Chief Investment Officer Troy Harmon, CFA, CVA, and Associates Peter Lynch and Josh Weidie, CFP®, CWS®, advise a family about the missed opportunities when taking a payout from a 401(k) to pay off their child’s student loans. Read the Article: https://www.henssler.com/found-money-should-you-use-an-old-401k-to-pay-off-a-childs-student-loans…
…
continue reading
1
Henssler Money Talks - March 2, 2024
45:00
45:00
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:00
Henssler Money Talks – March 2, 2024 Season 38, Episode 9 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined Associates Peter Lynch and Josh Weidie, CFP®, CWS®, to discuss the second reading of fourth-quarter 2023 GDP, the PCE Deflator and the February Conference Board Consumer Confidence reading. Josh and Peter a…
…
continue reading
1
Investment Whys: Economic Outlook
12:11
12:11
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
12:11
Chief Economic Adviser Roger Tutterow, Ph.D., joins Chief Investment Officer Troy Harmon, CFA, CVA, and Managing Associate K. C. Smith, CFP®, CEPA, to cover the conflicting signals in the economy, with indicators like an inverted yield curve suggesting a recession while other factors point to growth. Read the Article: https://www.henssler.com/under…
…
continue reading
1
Henssler Money Talks - February 24, 2024
45:04
45:04
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:04
Henssler Money Talks – February 24, 2024 Season 38, Episode 8 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Chief Economic Adviser Roger Tutterow, Ph.D., and Managing Associate K. C. Smith, CFP®, CEPA, to cover January’s Producer Price Index, the University of Michigan consumer Sentiment Survey, and the mi…
…
continue reading
1
Case Study: The Final Tax Return
12:11
12:11
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
12:11
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to recommend actions an investor and his son can do when filing the final tax return for his deceased wife. Read the Article: https://www.henssler.com/death-taxes-and-paperwork-filing…
…
continue reading
1
Henssler Money Talks - February 17, 2024
44:00
44:00
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:00
Henssler Money Talks – February 17, 2024 Season 38, Episode 7 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Jessie Thomas, Tax Manager with CPA Henssler CPAs & Advisers, to cover January’s Consumer Price Index, Retail Sales, and the slight uptick in jobless claim…
…
continue reading
1
Case Study: Rebalancing Your 401(k)
13:47
13:47
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
13:47
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to provide advice for a couple who treat their 401(k)s quite differently—she actively trades her investments while he hasn’t even looked at his in three years! Read the Article: https…
…
continue reading
1
Henssler Money Talks - February 10, 2024
44:29
44:29
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:29
Henssler Money Talks – February 10, 2024 Season 38, Episode 6 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Justin Wagner, AIF®, Client Relationship - Retirement Services, and Associate Giuliana Barbagelata, CFP®, to cover January’s employment situation, the University of Michigan Consumer Sentiment Survey…
…
continue reading
1
Case Study: Portfolio Moves and Politics
12:07
12:07
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
12:07
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide some tips for investors who are fretting how the November election will affect their portfolio. Read the Article: https://www.henssler.com/steps-to-ensure-your-portfolios-stability-amid-uncerta…
…
continue reading
1
Henssler Money Talks – February 3, 2024
43:57
43:57
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
43:57
Henssler Money Talks – February 3, 2024 Season 38, Episode 5 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover Consumer Confidence, the Fed’s first monetary policy meeting of the year, and jobless claims. Jarrett a…
…
continue reading
1
Case Study: Tax Tips for the Self-Employed
11:46
11:46
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:46
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to provide some tax tips for self-employed individuals, touching on self-employment tax and the available deductions those who work for themselves can take. Read the Article: h…
…
continue reading
1
Henssler Money Talks - January 27, 2024
44:32
44:32
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:32
Henssler Money Talks – January 27, 2024 Season 38, Episode 4 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Erik Kramschuster, CPA/PFS, a Tax Senior Manager with Henssler CPAs & Advisers, and Associate Clay Norman, CFP®, to cover the University of Michigan Consumer Sentiment Survey, the Leading Economic Ind…
…
continue reading
1
Case Study: Understanding a Reverse Mortgage
11:38
11:38
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:38
Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP®, and Chief Investment Officer Troy Harmon, CFA, CVA, provide insight for a widow whose late husband took out a reverse mortgage on their home nearly 15 years ago. They discuss what a reverse mortgage is and what it means for her assets and estate going forward. Read the A…
…
continue reading
1
Henssler Money Talks - January 20, 2024
44:43
44:43
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:43
Henssler Money Talks – January 20, 2024 Season 38, Episode 3 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Associate Adam Stadalius, CFP® to cover the week’s market action, the Producer Price Index, Retail Sales, and Industrial Production. Planners K.C. and Ad…
…
continue reading
1
Case Study: Paying off a Mortgage before Retirement
11:08
11:08
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:08
Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to provide advice for a couple who have different opinions on paying off their mortgage before retirement. They weigh the options between carrying mortgage debt and cash flow once the couple stops working. Read the Article: https://ww…
…
continue reading
1
Henssler Money Talks – January 13, 2024
43:36
43:36
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
43:36
Henssler Money Talks – January 13, 2024 Season 38, Episode 2 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, joins Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to cover December’s employment numbers, the ISM Services Index and December’s Consumer Price Index reading. The hosts also discuss the initial tr…
…
continue reading
1
Case Study: Divorce: Unwinding 20 years of combined assets
15:31
15:31
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
15:31
Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, provide advice for a couple of investors who have decided on a divorce and are in the process of unwinding 20 years of combined finances and assets. Read the Article: https://www.henssler.com/new-year-new-finances-navigating-…
…
continue reading
1
Henssler Money Talks – January 6, 2024
46:32
46:32
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
46:32
Henssler Money Talks – January 6, 2024 Season 38, Episode 1 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS®, to cover the week’s market performance, the ISM Manufacturing Index, and the minutes from the December Federal Reserve Open …
…
continue reading
1
Henssler Money Talks - December 30, 2023
45:04
45:04
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:04
Henssler Money Talks – December 30, 2023 Season 37, Episode 52 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analysts Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, to discuss the market’s performance during 2023 and look ahead to what trends we may see in 2024. The Analysts also take a cl…
…
continue reading
1
Henssler Money Talks - December 23, 2023 (Repeat)
44:16
44:16
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:16
This week on Money Talks, we are taking a look back at our best case studies and conversations from the last few weeks, while we celebrate the holiday. We wish a very Merry Christmas to all those who celebrate. Join us for the best of “Money Talks” your trusted resource for your money, your future, your life.…
…
continue reading
1
Case Study: The Retirement Sweet Spot
11:48
11:48
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:48
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. Read the Article: https://www.he…
…
continue reading
1
Henssler Money Talks - December 16, 2023
45:06
45:06
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
45:06
Henssler Money Talks – December 16, 2023 Season 37, Episode 50 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP® to cover the Producer Price and Consumer Price indices, the November Employment Situation, and consumer sentiment. Ja…
…
continue reading
1
Case Study: Year-End Financial Moves
10:58
10:58
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
10:58
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. Read the Artic…
…
continue reading
1
Henssler Money Talks – December 9, 2023
44:36
44:36
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:36
Henssler Money Talks – December 9, 2023 Season 37, Episode 49 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to cover the week’s market action, the ISM Manufacturing and Services indices, and jobless claims. Michael and Logan provide adv…
…
continue reading
1
Case Study: Qualified Charitable Distributions
12:03
12:03
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
12:03
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to provide advice for a couple of investors who are fortunate enough to not need all their required minimum distributions from their retirement accounts for living expenses. D.J. and Giuliana explain how they c…
…
continue reading
1
Henssler Money Talks - December 2, 2023
46:26
46:26
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
46:26
Henssler Money Talks – December 2, 2023 Season 37, Episode 48 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Associate Giuliana Barbagelata, CFP® to cover the week’s market action, New Home Sales, the second reading of third-quarter GDP, and the Conference Board’s C…
…
continue reading
1
Henssler Money Talks - November 25, 2023 (Repeat)
43:09
43:09
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
43:09
This week on Money Talks, we’ll be out of the studio celebrating Thanksgiving and probably even grabbing some of those black Friday sales. We’ll be taking a look back at some of our best case studies and questions. Don’t forget, we’re here to answer your financial questions. Email us at DrGene@henssler.com…
…
continue reading
1
Case Study: Using Trusts to Pass on Wealth
12:24
12:24
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
12:24
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch explore the situation of a wealthy investor who wants to leave his massive estate to his five grandchildren. With the grandchildren ranging in ages from 3 to 20, the experts consider his option of using a trust to shelter t…
…
continue reading
1
Henssler Money Talks – November 18, 2023
44:55
44:55
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:55
Henssler Money Talks – November 18, 2023 Season 37, Episode 46 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Melanie Wells, CFP®, and Associate Peter Lynch to cover the week’s economic news, including the Consumer Price and Producer Price indices, Retail Sales, and the University of Mich…
…
continue reading
1
Case Study: A Bond’s Coupon Rate vs. Yield to Maturity
13:52
13:52
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
13:52
Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to 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. Read the Article: https:/…
…
continue reading
1
Henssler Money Talks - November 11, 2023
44:29
44:29
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:29
Henssler Money Talks – November 11, 2023 Season 37, Episode 45 This week on “Money Talks,” Research Analysts, Nick Antonucci, CVA, CEPA, and Jacob Keen, CFA, are joined by Associate Josh Weidie, CFP®, CWS®, to discuss October’s Employment Situation, current market conditions, and earnings. The financial experts explore bond interest rates, explaini…
…
continue reading
1
Case Study: Georgia Tax Credits
11:26
11:26
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:26
John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers joins Chief Investment Officer Troy Harmon, CFA, CVA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss Georgia tax credits that allow taxpayers to direct their tax money to causes they care about. Read the Article: https://www.henssler.com/the-power-of-georgias-unique…
…
continue reading
1
Henssler Money Talks – November 4, 2023
44:31
44:31
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:31
Henssler Money Talks – November 4, 2023 Season 37, Episode 44 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and John Dickson, CPA, CVA, CFP®, Tax Partner with Henssler CPAs & Advisers. The hosts discuss the week’s market movements, the Personal Income and Consume…
…
continue reading
1
Case Study: New Options for Student Loan Payments
11:13
11:13
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:13
Chief Investment Officer Troy Harmon, CFA, CVA, Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® work together to provide advice to an investor who is facing reinstated student loan payments; however, her life has significantly changed in the past three years, making her wonder if she has better options for paying do…
…
continue reading
1
Henssler Money Talks – October 28, 2023
44:46
44:46
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:46
Henssler Money Talks – October 28, 2023 Season 37, Episode 43 This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® to cover the sharp increase in third quarter GDP and the 19-month high in new home sales. Giuliana and Michael work to…
…
continue reading
1
Investment Whys: Leading Economic Indicators
14:39
14:39
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
14:39
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. Read the Article: https://www.henssler.com/economic-signals-understa…
…
continue reading
1
Henssler Money Talks - October 21, 2023
44:47
44:47
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:47
Henssler Money Talks – October 21, 2023 Season 37, Episode 42 This week on “Money Talks,” 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., to cover the week’s market action, the University of Michigan’s Consumer Sentiment Survey, Retail…
…
continue reading
1
Case Study: Having all Tax-Deferred Retirement Savings
11:54
11:54
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
11:54
Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to advise investors on diversifying the tax status of their retirement funds. They look at a couple of investors who many have less than they think in their retirement accounts because they contain all pre-tax funds. R…
…
continue reading
1
Henssler Money Talks – October 14, 2023
44:45
44:45
Toista myöhemmin
Toista myöhemmin
Listat
Tykkää
Tykätty
44:45
Henssler Money Talks – October 14, 2023 Season 37, Episode 41 This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Peter Lynch to cover the week’s market action, economic outlook, and inflation indicators, the Producer Price and Consumer Price indices. Ja…
…
continue reading