Blog
WEBINAR REPLAY: War, Mid-Term Elections & Diversification
In this webinar replay, I’m joined by Greg Trzaski of Symmetry Partners for a timely discussion on navigating today’s complex market environment, shaped by geopolitical conflict, political uncertainty, and the upcoming midterm...
Read MoreThe Iran War- Time to Invest?
The Iran War—does it present an investment opportunity?The Dow Jones closed at 50,188 on February 10, 2026, its highest level ever. As of the close on April 1, 2026, it stood at 46,565, representing a decline of about 7.2% from its...
Read MoreStaying Calm and Staying Invested During Geopolitical Tension
Periods of geopolitical tension, which sometimes results in war, understandably creates anxiety. Headlines are dramatic. Markets react quickly. Volatility increases. And every time is can seem like “this time is different.” Yet history...
Read MoreFINAL: Symmetry Partners Year-End Review Webinar
I am pleased to invite you to join a Symmetry Partners year-end review webinar on Wednesday, January 21st, at 11:00 AM ET.Join Dr. John B. McDermott, Chief Investment Strategist, and Rebecca Cioban, CFA, Director of Investments and...
Read MoreSmart Giving Techniques
In this brief presentation, I highlight smart, tax-savvy strategies to support the charitable causes you care about. We’ll consider: The differences between “itemizing” and the “standard deduction” when filing your taxes as it related...
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AI Is Transformative — But Diversification Remains Essential
A few of our Henry Wealth Management clients have recently wondered aloud what their investment performance might look like if they made larger portfolio bets on Artificial Intelligence companies. It would be difficult for me—check...
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Putting the U.S. Government Shutdown in Perspective
Here is some information regarding the recent U.S. government shutdown and its potential implications on the financial markets. It's understandable that events like this can raise concerns, but I want to reassure you about its minimal...
Read MoreWebinar Replay: 2025 Mid-Year Review / One, Big, Beautiful Bill Act Highlights
Watch this webinar replay featuring PHIL HENRY of Henry Wealth Management, CHRIS CANNON of RetireRight Financial Planning, and GREG TRZASKI of Symmetry Partners, for a 2025 Mid-Year Review, as well as a discussion about the One, Big,...
Read MoreSpecial Update: Liberation Day Reciprocal Tariffs and the Market Reaction
On April 2, President Trump unveiled new tariffs on nearly all U.S. major trading partners, referring to the move as "Liberation Day." Dubbed as "reciprocal" in nature, these measures correspond to tariffs that each country already...
Read MoreWhat Is An Intra-Year Decline And Should You React To It?
After two strong years in the stock market (2023 and 2024), we are once again experiencing something entirely normal and expected—market volatility. Gains in the U.S. stock market earlier this year, as measured by the S&P 500 index,...
Read MoreTrump Tariffs and Your Portfolio
With recent policy changes and economic data creating market waves, we want to keep you informed on what’s happening and what it means for your investment portfolio. Our broker-dealer, Kestra Financial, recently published an excellent...
Read MoreHenry Wealth Management / RetireRight Financial Planning Future Plans Update
In 2022, Henry Wealth Management welcomed Christopher Cannon and his RetireRight Financial Planning team to our broker-dealer, Kestra Financial. They also moved their offices into our expanded space. At that time, we set out a...
Read MoreVolatility is up. Stocks are down. Now what?
Oh boy… Up until last week, investors were enjoying solid returns through the first seven months of 2024. However, as of early August, that momentum seems to have stalled. The VIX Index, which gauges market volatility, had been...
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The Power of Time (video)
Investors are constantly bombarded with a stream of information, opinions, and market fluctuations. Amidst this chaos, it's easy to lose sight of the one stock market factor that truly matters: time. Time is a remarkable ally for...
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