May 4, 2024

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Molly Remeika, CFP®, to cover the week’s market movements and economic releases, including Personal Income, the PCE Deflator, and the University of Michigan Consumer Sentiment Survey. The financial experts help a couple of investors new to professional financial planning understand the differences between actively and passively managed investments and why an adviser may recommend one or the other. The hosts also address a listener’s question on Monte Carlo Simulations, and how they work in financial planning.

Timestamps and Chapters

00:00 Market Roundup: April 29 – May 3, 2024
25:16 Case Study: Actively and Passively Managed Investments
36:38 Q&A Time: Monte Carlo Simulations

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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 actively managed investments, exchange-traded funds, Passively managed investments, mutual funds, ETFs, Personal Income, individual stocks, University of Michigan Consumer Sentiment Survey, Monte Carlo Simulations, S&P 500 index performance, probability, PCE Deflator, Personal consumption expenditure, inflation rate, personal spending