Henssler Money Talks
Your trusted resource for your money, your future, your life.
March 22, 2025
The Henssler Ten Year Rule; Market Roundup: Strong Economy Despite Falling Consumer Confidence; Diversification; Centenarians and Financial Planning
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10 Years, 10% Returns: The Strategy That Outlasts Most Market Cycles
Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.
Henssler Money Talks - March 29, 2025
Nick Antonucci, CVA, CEPA
Director of Research
K.C. Smith, CFP®, CEPA
Managing Associate
D.J. Barker, CWS®
Managing Associate
Protect Your DNA
23andMe filed for Chapter 11 bankruptcy, and customers are flocking to the site to delete their data; however, the company says it won't change how it protects customer data. But what may happen when someone buys the company? How much of your data is out there? We explore protecting your data from Social Security numbers to Schwab accounts.
Digital Afterlife
You've protected your personal data, but what happens when your gone? Will your significant other be able to access your accounts should something happen? We look at everything from knowing where your money is to how to handle your Facebook account.
Market Update
We'll take a look at the week's market movements, news on tariffs and reciprocal tariffs, housing news, and the second estimate of fourth quarter 2024 GDP.
In January 2025, we’re transitioning
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