Henssler Money Talks

This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®, to discuss the week’s market reaction to some inflationary numbers, including the Producer Price and Consumer Price indices. They also discuss the developments in the U.S. trade war with China. Jim lead a discussion on long-term care insurance, and the options investors have when shopping...

Duration:00:45:51

Case Study: Hybrid Long-Term Care Insurance Policies Have Changed the Insurance Landscape

This week, Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Director of Insurance Planning, Jim Crone, CLU®, CFS®. Jim leads a discussion on long-term care insurance, and the options investors have when shopping for LTC coverage, including traditional carriers and hybrid policies.

Duration:00:12:04

Market Update: Major Indices Gain for the Week as Inflation Inches Up

U.S. stocks stepped up on Monday for the third straight session, on jobs data optimism. The previous Friday’s Employment Situation reported our labor market added 213,000 jobs in June. Stocks continued to rise the next day notching their seventh session of gains; however, the eight-day rally came to an end on Wednesday as the indices slumped as concerns over escalating trade tensions outweighed optimism for the upcoming earnings season. The Trump administration threatened additional tariffs...

Duration:00:12:17

Q and A Time: Consumer Discretionary Stocks, 401(k) RMDs and More

Henssler’s experts answer listeners’ questions on Fortune Brands and Home Security, ADT, deferring 401(k) required minimum distributions if you continue to work, "living benefit" guarantees on annuities, and Capital One.

Duration:00:15:43

Money Talks - July 7, 2018

This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by fellow Research Analyst Jacob Keen and Senior Associate Jarrett McKenzie, CFP®, CWS®, to cover the market’s weekly performance and the rebound in Telecommunication Services. They also discuss the easing of trade tariff tensions between the United States and China. Jarrett brings a case study about mid-year reviews to the discussion. The experts discuss the opportunities for tax loss selling in the...

Duration:00:45:49

Case Study: Don’t Let Your Investments Coast Through Summer

This week, Senior Associate Jarrett McKenzie, CFP®, CWS®, joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Jacob Keen, bringing a case study about mid-year reviews to the discussion. The experts discuss the opportunities for tax loss selling in the current market and other points to consider mid-year.

Duration:00:14:28

Market Roundup: Positive Week Despite Beginning of Trade War

The week’s market action started with a late afternoon rally in U.S. equities on Monday after futures were pressured into the open with the S+P 500 Index finishing up 0.31%. Participation was broad, but led by Technology. Tuesday’s trading was shortened by the Independence Day holiday, but still saw a significant sell-off in the final hour of trading, which left the S+P 500 0.49% lower on the day. Information Technology found its way to the bottom of the sectors, losing 1.37% while the...

Duration:00:12:27

Q and A Time: Non-deductible IRA Contributions, Tech and Alibaba

The "Money Talks" hosts answer listeners’ questions on making non-deductible IRA contributions, semiconductor systems company Micron Technology, and Chinese e-commerce company Alibaba.

Duration:00:13:35

Money Talks - June 30, 2018

This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss consumer confidence and housing news, including new home sales and home prices across 20 major cities. They also discuss how trade tariffs have weighed on the week’s market action. K.C. and Jennifer discuss what happens with your financial plan and time horizons when you’re blindsided by a life event. The experts also...

Duration:00:45:35

Case Study: Risk Management and Your Retirement Savings Plan

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer Thomas, CFP®, and Managing Associate K.C. Smith, CFP®, to discuss how risk tolerances are affected by your time horizons, and what happens with your financial plan and time horizons when you’re blindsided by a life event.

Duration:00:09:41

Market Roundup: Major Indices Continue Downward Trend for Second Week

The major U.S. indices closed in red territory as trade tensions ramped up on Monday. The Technology sector was hit particularly hard resulting in the NASDAQ Composite falling nearly 3% in mid-day trading. In housing news, new home sales ticked up in May, with sales increasing 6.7% from April’s revised level and are up by 14.1% from May 2017. Tuesday Energy sector stocks rallied, pushing the markets higher, giving investors a reprieve from the previous day’s performance. However, the market...

Duration:00:12:13

Q and A Time: Social Security Benefits, Housing Bubble and Stock Questions

The "Money Talks" experts answer listeners questions on cosmetics and fragrances company Estee Lauder, estimating your Social Security benefits, if we are in a housing bubble, and cannabinoid biopharmaceutical company GW Pharmaceuticals.

Duration:00:20:18

Money Talks - June 23, 2018

This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the latest Consumer Sentiment according to the University of Michigan, housing news and the week’s market action. K.C. and Jarrett discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder...

Duration:00:45:56

Case Study: Creating a Philanthropic Legacy with an Income Stream for You

Managing Associate K.C. Smith, CFP®, Senior Associate Jarrett McKenzie, CFP®, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund.

Duration:00:07:40

Market Roundup: Indices Close Week Flat to Lower on Trade Fears

The U.S. Markets started out the week on a mixed note on continuing trade tensions between the U.S. and China. The Dow Jones Industrial Average and S+P 500 Index shed some points while the NASDAQ Composite ended fractionally positive. West Texas Intermediate crude oil increased, settling at $65.85 a barrel, and Energy stocks stepped up as a result. Indices closed in the red zone on Tuesday, amid continuing trade tensions. In housing news, starts rose 5% in May to an annual pace of 1.35...

Duration:00:12:30

Q and A Time: Money for Health Care, GE, Mature Tech Stocks and More

The Henssler Experts answer a variety of listeners’ questions, including a follow-up to last week’s discussion on health savings accounts, GE’s stake in Baker Hughes, mature tech stocks, and whether one can undo a Roth IRA conversion.

Duration:00:20:49

Money Talks - June 16, 2018

This week on "Money Talks," Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, host the show and discuss inflation indicators, the Consumer Price and Producer Price indices released during the week. D.J. and Jarrett discuss a client situation of navigating company-sponsored health care coverage, and offer tips on how to make the most of your health care dollars. The experts also answer listeners’ question on...

Duration:00:45:49

Case Study: Navigating Group Health Coverage Options

Research Analyst Nick Antonucci, CVA, Managing Associate D.J. Barker, CWS®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, discuss navigating company-sponsored group health care coverage, and offer tips on how to make the most of your health care dollars.

Duration:00:10:51

Market Roundup: Despite Positive Economic Releases, Markets End Week Mixed in Reaction to Tariffs

The U.S. markets posted slight gains on Monday ahead of the Trump-Kim summit in Singapore. On Tuesday, the Federal Reserve kicked off its two-day meeting on monetary policy. Indices closed mixed with the Dow ending fractionally in the red while the S+P 500 and NASDAQ Composite stepped up. The mixed results followed the summit between President Donald Trump and North Korean leader Kim Jong Un. On another note, consumer prices ticked up slightly in May, as the Consumer Price Index rose by...

Duration:00:12:14

Q and A Time: Athenahealth, Insurance Policies You May Need, No Money Down Home Purchases and More