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...
Read More
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...
Read More
Join the Call! Mid Year Market Review CLICK HERE TO REGISTER
Read More
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...
Read More
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 More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More5 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...
Read More
Thursday, January 4, 2018
Advisor Views: The Uncommon Average
Read More
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...
Read More
A Bucket Plan to Go with Your Bucket List
Read More
Monday, June 5, 2017
Symmetry Partners Advisor Views- The Reverse Mortgage: Tapping Retirement Income from Your Home
Read More
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...
Read More
Wednesday, March 29, 2017
Advisor Views- The DOL Fiduciary Rule and What it Means for You
Read More
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...
Read More