Archive for October 2020

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CPA, CFP®, CDFA® and Associate Logan Daniel to discuss  the market’s movements and the difference in performance between growth and value stocks. Henssler’s financial experts offer planning advice for a couple where COVID-19 layoffs forced one…

This week on “Money Talks,” the show’s experts discuss the week’s economic news including business optimism, the Producer Price Index, and the weekly jobless claims. The financial team also aids a couple in understanding what a safe withdrawal rate is for their retirement assets. They look different methods and then explain the Henssler way of planning for liquidity and withdrawals in retirement. The show hosts round out the show by answering a listener’s question on investing in REITs.

This week on “Money Talks,” the hosts cover the week’s economic releases, including the ISM Nonmanufacturing Index, employment and job openings, and the lack of potential for more stimulus. The financial experts address a common investor concern on what moves to make in anticipation of higher taxes should Biden win the November election. The hosts round out the show answering listeners’ questions on how the pandemic may decrease Social Security, healthcare insurance company Anthem and basic financial moves every investor should consider during the fourth quarter.

This week on “Money Talks,” Troy Harmon, CFA, CVA, is joined by Senior Associate Jarrett McKenzie, CFP®, CWS®, and Client Relationship Manager for Retirement Services Justin Wagner, AIF®, to cover the market’s reaction to the Presidential Debate as well as take a look at how the sectors have fared year to date. With the vast…