Henssler Money Talks

Money Talks - June 23, 2018


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This week on "Money Talks," Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, and Senior Associate Jarrett McKenzie, CFP®, CWS®, to discuss the latest Consumer Sentiment according to the University of Michigan, housing news and the week’s market action. K.C. and Jarrett discuss legacy planning using a charitable remainder trust. They also talk about how investors can further control their charitable gifts by combining a charitable remainder trust with a donor advised fund. The Henssler Experts also answer a variety of listeners’ questions, including a follow-up to last week’s discussion on health savings accounts, GE’s stake in Baker Hughes, mature tech stocks, and whether one can undo a Roth IRA conversion.
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