June 8, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Logan Daniel, CFP®, CRPC®, and Tax Manager Jessie Thomas, CPA, with Henssler CPAs & Advisers to cover economic news including the Manufacturing and Nonmanufacturing indices, personal income and interest rates. In our case study, Jessie provides some tax advice for a couple with a disabled child, sharing tips on what may count as a medical expense deduction. The experts round out the show with listeners’ questions on market timing and portfolio positioning.

Timestamps and Chapters

00:00 Market Roundup: June 3 – June 7, 2024
23:25 Case Study: Tax Benefits for Parents of Disabled Children
34:28 Q&A Time: Market timing and portfolio positioning

Subscribe to the Henssler Money Talks podcast.

This article is for demonstrative and academic purposes and is meant to provide valuable background information on particular investments, NOT a recommendation to buy. The investments referenced within this article may currently be traded by Henssler Financial. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information purposes only. Information provided should not be the sole basis in making any decisions and is not intended to replace the advice of a qualified professional, such as a tax consultant, insurance adviser or attorney. Although this material is designed to provide accurate and authoritative information with respect to the subject matter, it may not apply in all situations. Readers are urged to consult with their adviser concerning specific situations and questions. This is not to be construed as an offer to buy or sell any financial instruments. It is not our intention to state, indicate or imply in any manner that current or past results are indicative of future profitability or expectations. As with all investments, there are associated inherent risks. Please obtain and review all financial material carefully before investing. Henssler is not licensed to offer or sell insurance products, and this overview is not to be construed as an offer to purchase any insurance products.

Tagged sector timing, medical expense deductions, growth stocks, value stocks, disabled child, special needs parenting, interest rates, special schools, Services Index, non-hospital institutions, FOMC minutes, medical conferences, Personal Income, medical travel, ISM Nonmanufacturing Index, home modifications, ISM Manufacturing Index, nursing services, S&P 500 index performance, healthcare power of attorney, market timing, tax deductions