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REMINDER FOR WEBINAR: Putting the First Quarter in Perspective 2022
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Henry Wealth / Symmetry Webinar Replay: 2021 Year in Review and 2022 Volatility
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Webinar: Putting the Third Quarter '21 in Perspective
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...
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 MoreWebinar Replay: SURVIVING ’20. THRIVING IN ’21 AND BEYOND?
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...
Read MoreNews Around The Office
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...
Read MoreWebinar Replay: Looking Ahead to 2021
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...
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 MoreWebinar Replay: What if Biden wins? What if Trump wins? Presidential Elections and Markets
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...
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 MoreWebinar Replay- Q2 Who Knew! Q3 Let's see.
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...
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 MoreWEBINAR REPLAY: Navigating Turbulent Times with Apollo Lupescu, PhD of Dimensional Fund Advisors
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...
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 MoreReplay of Symmetry Webinar from April 14th
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,...
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...
Read MoreWEBINAR REPLAY: The Coronavirus Bear, What to do?
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...
Read MoreFollow up to Symmetry Partners Webinar
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...
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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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IMPORTANT INVITATION: Henry WM/ Symmetry Webinar about the Markets, Tuesday, March 17th
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...
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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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Join the Call- Mid Year Market Review
Join the Call! Mid Year Market Review CLICK HERE TO REGISTER
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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 MoreKestra Ownership Update
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 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...
Read MoreMarket Message from Henry Wealth Management
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...
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Henry Wealth SPECIAL- An Interview with Dana D'Auria
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...
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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...
Read MoreFive Key Facts About the New Tax Bill
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...
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HWM Advisor Views: The Uncommon Average
Advisor Views: The Uncommon Average
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As Year End Approaches- Investing Reminders
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...
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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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Advisor Views- The DOL Fiduciary Rule: What it Means to You
Advisor Views- The DOL Fiduciary Rule and What it Means for You
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The Facts of Your Life
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...
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