05 May 5 truths about investing for women with wealth
As a Top 100 Investopedia advisor who’s worked with over a thousand high-net-worth women for the past 20 years, I recognize several patterns and principles.When...
wealth management Tag
10 Feb The SECURE Act 2.0: What New Legislation Means for Your Financial Future
Hi, it’s Hilary Hendershott, and I’m sharing with you just a few of the provisions of the newly signed SECURE Act 2.0 that could benefit...
27 Jan Top lessons about markets, inflation, and recessions for 2023
We all know that more than a few surprises popped up in the economy and stock market through 2022. It’s important for our team to be...
23 Dec 5 Steps for Handling Emotions During Challenging Financial Times
Posted at 06:16h
in E-mails
Hi, it’s your Hendershott Wealth Management team, and today we’re closing out our three-part series on Behavioral Finance. When the stock market takes a tumble, it’s...
16 Dec How to Align Your Values With Your Money
Posted at 06:01h
in E-mails
Hi, it’s your Hendershott Wealth Management team, and last week we jumped feet-first into this idea of behavioral finance. Your feelings can have a profound impact...
23 Sep How Do We Pick the Right Funds to Recommend for our Wealth Management Clients?
One of our most important responsibilities as comprehensive financial advisors is investment fund selection and fund recommendation. ...
13 Jun What is a Fiduciary? More importantly, why should you care?
Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want...
19 Jul EP 26 | Profit Boss® Radio | Index Funds: Security AND High Returns, Demystified with Barbara Friedberg
Posted at 06:00h
in Podcast Archive
I heard your request Profit Boss® community - loud and clear. You asked for a show that focused on index funds and investing expert, Barbara...