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Friday, January 14, 2022

Join HWM for a special webinar providing timely insights and analysis on what happened in markets and economies around the world in 2021 and what this means for long-term investors.

Thursday, October 14, 2021

In Q3, we saw a resurgence of the COVID virus, mounting fears of inflation, ongoing supply-chain disruptions, surging energy prices, risks of a slowdown in China’s industrial and property sectors, and anticipation of a reduction...

Wednesday, October 13, 2021

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...

Thursday, September 2, 2021

“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...

Thursday, June 24, 2021

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...

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Thursday, May 27, 2021

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...

Friday, February 5, 2021

PHIL HENRY of Henry Wealth Management and CASEY DYLAN of Symmetry Partners recently discussed the very volatile stock market of 2020, which astonishingly, rewarded investors who buckled their seatbelts during the Q1 freefall and...

Thursday, November 19, 2020

We are pleased to recognize TRACEY CASILLO for 10 years of service with Henry Wealth Management! As our Client Service Director since 2010, Tracey has been delivering exceptional service to our highly-valued clients in a very friendly...

Monday, November 16, 2020

Election 2020 results, while not official yet, seem to have yielded a Biden Presidency, a Democratic-controlled House and presumably, a Republican-controlled Senate. With this in mind, many people are wondering how these outcomes will...

Tuesday, November 3, 2020

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...

Friday, October 30, 2020

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...

Monday, October 26, 2020

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...

Thursday, October 22, 2020

On Oct. 15th I was pleased to co-present a webinar with Casey Dylan of Symmetry Partners that took an informative look at the upcoming 2020 election. Specifically we discussed news that has been driving market returns and also, what...

Thursday, August 6, 2020

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...

Monday, July 27, 2020

In case you missed our informative and entertaining webinar (according to me) I am pleased to share this replay of Q2 Who Knew! Q3 Let's see. Follow along for 30 minutes as Casey Dylan of Symmetry Partners and I review the performance...

Wednesday, July 8, 2020

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...

Monday, June 15, 2020

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...

Friday, June 5, 2020

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...

Friday, May 29, 2020

In a recent BLOG I invited our clients to participate in a webinar featuring Apollo Lupescu, PhD of Dimensional Fund Advisors. On May 21st, Dr Lupescu was interviewed by Patrick Sweeny, co-founder of Symmetry Partners and a great...

Friday, May 22, 2020

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...

Thursday, May 7, 2020

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...

Tuesday, April 28, 2020

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...

Tuesday, April 21, 2020

As you know, we recently promoted a webinar conducted by Symmetry Partners that was held on April 14th. I am pleased to share a replay of this very educational presentation, which drilled home important reasons to be a patient,...

Wednesday, April 15, 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...

Monday, April 13, 2020

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...

Monday, April 6, 2020

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...

Wednesday, April 1, 2020

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...

Tuesday, March 24, 2020

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...

Friday, March 20, 2020

We are in unprecedented times. Keep your distance, health scares, work from home (if you can) and a stock market that makes the steepest roller coaster seem like a kiddie land ride. Henry Wealth Management as you know, believes in...

Thursday, March 19, 2020

As of this afternoon, 3-19-20, PA Governor Wolf is mandating the closure of all non-life sustaining businesses in Pennsylvania. Henry Wealth Management will remain open however we will be working from our homes in a remote capacity. We...

Thursday, March 19, 2020

Many of you participated in our conference call / webinar with Patrick Sweeny (co-founder) and Dana D’Auria (head of research) of Symmetry Partners on March 17th. For those who did, thank you and I appreciated getting much...

Monday, March 16, 2020

Henry Wealth Management will remain open at this time, as we are easily able to maintain a safe working distance of six feet or more. However, for the safety of our clients as well as for our team, we are postponing face to face...

Thursday, March 12, 2020

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...

Monday, March 9, 2020

March 9, 2020 was supposed to be the 11th Birthday Party of the start of this current BULL MARKET. While we all will wash our hands more than normal today, the reality of Coronavirus fears (which are overblown?) has no one in any mood...

Thursday, February 27, 2020

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...

Thursday, January 9, 2020

CLICK HERE New Rules for Required Distributions from IRAs

Tuesday, November 19, 2019

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...

Wednesday, September 4, 2019

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...

Wednesday, July 17, 2019

Join the Call! Mid Year Market Review CLICK HERE TO REGISTER

Thursday, June 27, 2019

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...

Thursday, June 20, 2019

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...

Tuesday, March 5, 2019

Clients and Friends- As you know, HWM provides investment advisory services through Kestra Advisory Services, LLC (Kestra AS) Kestra AS is a large, well-respected registered investment adviser that provides operations, compliance, and...

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...

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...

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...

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...

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...

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...