October 9, 2021

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and Senior Financial Planner Josh Weidie, CWS® to discuss the week’s market performance, factory orders, and the ISM Nonmanufacturing Index. Shawna and Josh team up to discuss the fear of retiring in a down market. They cover sequence risk and how the Henssler Ten Year Rule mitigates it. The financial experts round out the show answering questions on how rising rates may affect the housing market, if it is too late to buy into the Energy sector, and what to do with a concentrated position in your company’s stock.

Check out the show segments using the chapter controls in the player above.

  • Market Roundup: Covering the week of October 4—October 8, 2021
  • Case Study: The Risk of Retiring in a Down Market
  • Q&A Time: Housing Market, Energy Sector, and a Concentrated Stock Position

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.