Blog
WEBINAR REPLAY: 2022 Year End Review
What happened in 2022? The not unprecedented, yet rare, dual downturn of both the equity and fixed-income markets last year still has many investors concerned in early 2023. Yet as inflation began to cool in Q4, '22, markets actually...
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Meet George Jetson. He will impact your portfolio.
One of my favorite cartoons growing up was “The Jetsons”. Did you know that this futuristic show premiered 60 years ago, in 1962? It was set 100 years in the future, to the year 2062, when the family patriarch, George...
Read MoreWhat To Do When Markets React?
Recently a marketing service that Henry Wealth subscribes to sent a video to our clients entitled, "When Markets React". It was a short, animated story which highlighted three previous Bear markets that jolted investors, namely, the...
Read MoreThanksgiving message to you!
I hope you know how much our team at Henry Wealth Management appreciates, values, and cares about you, our wonderful clients. Please click the link to watch, as I share a quick story that affirms this, and Happy Thanksgiving to you and...
Read MoreInflation, Goldilocks, and The Fed
Overshadowed by the recent mid-term elections, the latest tabulation of inflation was released. Despite its relative absence from the headlines, inflation is by far the more important near-term driver of both...
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Midterm Elections and Markets- What You Should Know
Midterm elections are just around the corner, and many investors have expressed concerns that the outcome will dramatically impact the economy and financial markets. While historical precedent is never a guarantee for how future...
Read MoreWhen Will The Bear Market end?
You’ve heard the terms “bear market” and “bull market”, which become especially oft-used phrases when markets are volatile. While there is no exact definition of either, the consensus generally holds...
Read MoreDeviate from a long-term portfolio because of "seasons" ?
There are many reasons why an investor would deviate from a long-term, well-diversified portfolio, because of fear (especially after a market day like 9-13-22) or even to take advantage of a perceived opportunity. Clients of...
Read MoreAre we headed for a recession and if so, how will that impact my portfolio?
Clients of Henry Wealth Management are asking, or at least wondering..."based on the Fed increasing interest rates in an attempt to tame inflation, are we headed for a recession? If so, how will this impact my portfolio?First of all,...
Read MoreAppreciate But Don't Emulate Kara's Grandfather
Well, this has to be a record, three blog posts in one week from yours truly. But I couldn't resist sharing sage wisdom from my friend and colleague, Kara Murphy, the Chief Investment Officer with my broker-dealer, Kestra Financial. I...
Read MoreThe S&P 500 Hits BEAR Territory. Here's advice from one expert.
Mark Hulbert is a well-known columnist for MarketWatch. The article he posted on June 14th is too good to not share. Please read it and ask yourself if you are a contrarian, a shrewd one at that?At Henry Wealth Management, we're here...
Read MoreThree Things to do when Markets Tumble (hiding under your desk isn’t one of them!)
If this Blog seems like a previous one that was recently sent, you are correct. I am updating our post from Feb. 24, 2022, because nearly four months later, folks are getting scared.May I please share some wisdom and perspective?...
Read MoreImportant Announcement about Henry Wealth Management Succession Plan
Henry Wealth Management is pleased to announce a succession plan! While there are no changes taking place to our firm presently, we are thrilled to share that RetireRight Financial Planning, led by Chris Cannon and Tyler Cox, have...
Read MoreIs Volatility Back In Vogue?
From the time markets open, until the closing bell, securities are in a state of constant change. The value of stocks and bonds fluctuate all day as buyers and sellers react to breakout news, such as the Federal Reserve’s...
Read MoreWe're Still Bullish. Here's Why (with a big assist from Brian Wesbury).
“Malaise du jour” is a French term that means, “problem of the day.” In my many years as a financial services professional, there has always been a malaise of one form or another that has tried to pull long-term...
Read MoreHolding Onto Your Portfolio During Volatile Times Is The Best Strategy, That's NO BULL!
Investing in stocks and equity portfolios can be volatile indeed, Yet nearly 100 years of market performance shows that BULL markets outnumber BEAR markets and their gains substantially outweigh bear market losses. Looking at bull and...
Read MoreWhy Factoring In "Investment Factors" Is Important
Our clients have heard me speak about the importance of building an investment portfolio utilizing what are called investment factors. Our preferred asset management provider, Symmetry Partners, is a highly-regarded firm specializing...
Read MoreSeparate your Politics from your Portfolio
Well it’s finally here. Election Day 2020 has arrived and maybe today we’ll know if Trump/Pence gets four more years of if Biden/Harris gets four new years. But what about your portfolio? For most of us, we will need growth...
Read MoreVolatility is on the Rise Again. Consider Some Perspective.
Surely you recall how stock market volatility spiked earlier this year, especially during the mid-February to the end of March time period. In that five week span we plunged head first into a BEAR MARKET, the first one in over 10 years...
Read MoreHow The S&P Has Historically Performed from Election Date Through Year End
November 3rd Election Day is upon us! Our most recent Blog from October 22nd featured a replay of our Election Webinar. Within that presentation we shared a chart that considered how the S&P 500 has historically performed in the...
Read MoreNervous about COVID-19 and your Portfolio? See these charts.
So far, 2020 has been one of the most volatile market years ever and we're only 7+ months in. Despite dire economic forecasts, which in the 1st quarter were essentially coronavirus-related only, the vast majority of our clients held...
Read MoreHow did the World's Worst Market Timer fare?
Clients of Henry Wealth Management know that we eschew timing the market in favor of time in the market. We believe in building long-term and well-diversified portfolios, ones you can live with and then by all means, live with them...
Read MoreWhat can we learn from Intra-Year declines?
To date, 2020 has been a volatile year for sure and thus far, the results have been negative. Through the end of March, the Dow Jones Industrial Average declined by -23.2%. That improved, which is to say that losses had lessened by...
Read MoreWhat do the “Indicators” Indicate
We are witnessing America reopen as individual states cautiously relax their COVID-19 restrictions, yet economically we are still suffering. Socially, Americans are supportive of peaceful protests resulting from a grave injustice, yet...
Read MoreBrian Wesbury 101: How can stocks rise while the economy is down?
Brian Wesbury is the Chief Economist at First Trust Portfolios. He is trusted by many of my financial advisory peers and is no stranger to those who follow this Henry Wealth Management BLOG. In his latest WESBURY 101 video filmed on...
Read MoreIs the Market SPRINGING back?
Undeniably, spring 2020 has tried the patience of all investors. Thankfully, 99% of Henry Wealth Management clients have remained patient and have trusted their long-term financial plans and investment allocations. Many have even...
Read MoreHenry Wealth MOMENT Video: Four Ways to be Bullish in the Bear Market
We are pleased to present a new, WORK FROM HOME video entitles, Henry Wealth WFH Moment #13: Being Bullish in the Bear Market This short message will summarize the rapid decline and almost as fast ascent halfway back of the financial...
Read MoreThe CARES ACT: Retirement Account Rules Relaxed for 2020
The $2 trillion Coronavirus Aid, Relief and Economic Security Act (CARES) was recently signed into law and was designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit...
Read MoreREMINDER to REGISTER for Symmetry Webinar; Tuesday, April 14th at 5:00 PM EDT
As we face ongoing economic uncertainty and market volatility, having perspective and clarity as opposed to speculation and ambiguity are more important than ever! Investors need to understand what happened over the first quarter of...
Read MoreMight the Market have reached its Bottom?
Could it be possible that stocks have already hit bottom? That question is the subject of hot debate, yet I wanted to share this excellent article by Sam Ro, the Managing Editor of Yahoo Finance from April 6th. Please review this quick...
Read MoreQ1 Done! Treat Your Portfolio Like Your Home (...and don't sell)
I am pleased to share this inaugural, three minute WORK FROM HOME video that draws a parallel to selling your home versus selling your investment portfolio. Please click here to watch, Henry Wealth WFH MOMENT #12: Treat Your Portfolio...
Read MoreFlatten the Curve (excellent video) and what that means for a Recovery
A friend shared with me this super-educational Coronavirus video (thanks Jonas). I learned more in eight minutes that I previously knew in eight weeks! PLEASE click here to watch: What This Chart Actually Means for COVID-19 Now...
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The BEAR is here. Here's why you should bear with it.
Who would have thought that we would plunge from nearly 30,000 on the Dow into a bear market territory in one month! Teams playing in empty arenas. Travel restrictions. Political unrest...well that was expected. The bull market, which...
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Is It Time to Fear the Coronavirus?
To say we are in an exceptionally volatile period is an understatement! The Coronavirus is a very real threat to our health and also to our wealth. The Dow Jones Industrial Average reached an all-time high of 29,551 on Feb. 12th, but...
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New Rules for Required Minimum Distributions from IRAs.
CLICK HERE New Rules for Required Distributions from IRAs
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Can the All Time High Go Higher?
What a difference a year makes. Around Thanksgiving 2018, many were putting fork in the 9 year bull market. Yet now, as we approach Thanksgiving 2019m stocks just hit all-time highs. Will this continue? No one can say, Can it...
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The Coming Recession?
It seems that talk of a coming recession has been dominating the news cycle recently. There's no debate that we've been in an economic expansion for the past ten years, but it seems like over the past five years, recessionary and bear...
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The looming recession....or not?
Economic expansions don’t last forever. Recessions are inevitable, as are recoveries that follow. But should we be fearing a recession that is looming in the near term? Surely you’ve seen media reports that are bearish...
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The Uncommon Average
The Uncommon Average refers to the wide variance in stock market returns on a year-by-year basis, relative to its long term average. What is common is that patient and thoughtful investors who remain invested through periods of...
Read MoreWesbury 101-It's a Correction, Not a Recession
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...
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Henry Wealth Moment Featuring Pat Sweeny
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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Don't Fear Volatility
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...
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HWM Advisor Views: The Uncommon Average
Advisor Views: The Uncommon Average
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A Bucket Plan to Go with Your Bucket List
A Bucket Plan to Go with Your Bucket List
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The Reverse Mortgage: Tapping Retirement Income from Your Home
Symmetry Partners Advisor Views- The Reverse Mortgage: Tapping Retirement Income from Your Home
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10 Commandments for Investors
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...
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