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Kestra Financial - Bridgeville, PA

The First Thing We Earn Is Trust

Call Us: (412) 838-0200

 

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Wednesday, January 16, 2019

Dear Clients and Friends, Brian Wesbury is the Chief Economist of First Trust Portfolios. He’s a respected professional and someone whom we know and trust. According to Brian, the recent and severe dip in US Stocks was a...

 

Monday, January 7, 2019

Dear Clients and Friends of Henry Wealth Management; First of all, we wish you a happy, healthy and prosperous 2019! Over the holidays, I thought of our wonderful clients during one of our family traditions, when we gather to watch the...

 

Wednesday, December 19, 2018

Dear Clients and Friends of Henry Wealth Management- Since the March 9, 2009 market bottom, U.S. stocks, particularly large company stocks, have been on a historic bull run, outpacing all other major asset classes (with the exception...

 

Wednesday, October 31, 2018

Dana D'Auria is a Managing Partner and head of the Research Dept. at Symmetry Partners. She is smart, poised and calm! Watch my interview with her on Oct. 11, 2018, seemingly the day that some announced was the end of the US bull...

 

Tuesday, October 16, 2018

Recently on Sept. 6th, Henry Wealth Management was privileged to welcome Patrick Sweeny to our client Happy Hour event. Pat is an experienced investment practitioner, a co-founder of Symmetry Partners and someone whom we deeply respect...

 

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Friday, March 23, 2018

This is a Wesbury 101 video by First Trust Chief Economist Brian Wesbury, a respected professional that we know and trust. According to Brian, many investors have a phobia when it comes to volatility. They think volatility itself...

 

Monday, February 26, 2018

2017 Was Great....What's Next

 

Wednesday, February 14, 2018

We have been informed by our two Symmetry Partners' custodians, TD Ameritrade and Trust Company of America, that IRS 1099 forms will be mailed no later than February 15, 2018. HOWEVER, please be mindful that sometimes, “Corrected...

 

Tuesday, January 16, 2018

5 Key Facts About the New Tax Bill The enactment of the Tax Cuts and Jobs Act (TCJA) represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1 For millions of Americans and businesses it means an...

 

Thursday, January 4, 2018

Advisor Views: The Uncommon Average

 

Tuesday, November 21, 2017

As Year-End Approaches... If you’re like many, the last months of the year may have you thinking of colder weather, holiday traditions, and spending time with family and friends. But year-end is also a good time to take a look...

 

Monday, September 18, 2017

Dear Client, The recent highly publicized Equifax data breach is a reminder to all of us that we should review our exposure not only to this incident but to cybercrime in general. What We’re Doing Protect Your Information As you...

 

Wednesday, August 16, 2017

Dear Friends of Henry Wealth Mgmt- We had a few questions lately about what we think with regard to the stock market in light of the North Korean crisis. This is a very short video by our friend Brian Wesbury who succinctly shares our...

 

Wednesday, August 16, 2017

A Bucket Plan to Go with Your Bucket List

 

Wednesday, July 19, 2017

Retiring the 4% Rule

 

Monday, June 5, 2017

Symmetry Partners Advisor Views- The Reverse Mortgage: Tapping Retirement Income from Your Home

 

Tuesday, May 9, 2017

Recently headlines show that monies are now pouring into International and Emerging Markets investments, because they have done well....lately. As you know, we are not in favor of chasing any particular type of investment but prefer...

 

Thursday, April 20, 2017

Dear Clients and Friends of Henry Wealth Management- It seems everything investment-related is being driven by political narratives. This focus on Washington has diverted attention from the true drivers of the economy. Entrepreneurship...

 

Wednesday, March 29, 2017

Advisor Views- The DOL Fiduciary Rule and What it Means for You

 

Friday, March 3, 2017

Keeping important family documents organized and up-to-date may not always be at the top of your mind. But doing so can help save your loved ones time and stress following your death or disability and help ensure that your assets are...