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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Thursday, December 21, 2017

Everyone who knows me knows that I love to cook and during the holidays, especially I love to bake for my friends and family! And I love Christmas. It's such a special and joyful time of year that we get to enjoy all month long! I have...

 

Friday, January 20, 2017

In today’s political and economic environment, change is a constant. This year alone, we’ve seen remarkable market volatility and unprecedented political events, like the United Kingdom’s surprising vote to leave the...

 

Friday, November 18, 2016

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Marc Marotta, Regional Marketing Director at Putnam Investments, will present a complimentary seminar “Growing Your...

 

Wednesday, November 2, 2016

Nearly 70 percent of those over age 65 will require some form of long-term care during their lives.* Long-term care includes assistance with daily living tasks if a chronic illness or disability leaves an individual unable to care for...

 

Tuesday, October 4, 2016

Burt White, Chief Investment Officer, LPL FinancialRyan Detrick, CMT Senior Market Strategist, LPL Financial Jeffrey Buchbinder, CFA Market Strategist, LPL Financial 2016 is a year no one will soon forget. It was the worst start to a...

 

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Monday, June 20, 2016

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Alexandra Henderson, an insurance specialist with Henderson Wealth Partners, will present a complimentary seminar “21st...

 

Friday, April 15, 2016

Lee Memorial Health System’s Judith Anne Petrin, ARNP will present a free seminar “Aging, Memory Loss and Dementia” Thursday, April 28 from 9:30 a.m. – 11:00 a.m. at Cypress Lake Country Club, 6767 Winkler Road...

 

Tuesday, March 1, 2016

LPL Research’s Outlook 2016 video, narrated by Chief Investment Officer Burt White, is here to help identify the good habits and routines to navigate what is likely to be a volatility-filled year.

 

Thursday, January 28, 2016

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with Christopher P. Hennessey, a lawyer and C.P.A. and member, Putnam Business Advisory Group, will present a complimentary seminar...

 

Wednesday, January 20, 2016

As discussed in our Outlook 2016: Embrace the Routine, when we look back on 2016, the outcome may look, in many ways, just routine, but the path to getting there could have many twists and turns. As a result, 2016 will likely require...

 

Monday, December 7, 2015

When you think of a routine, what is the first thing that comes to mind? Some may think, it’s the mundane, the small steps and processes you follow to accomplish all your tasks for the day. But routine is more than that....

 

Monday, November 30, 2015

Alexandra (Allie) Henderson has joined Henderson Wealth Partners (HWP) as an Insurance Specialist. Allie will help Henderson Wealth Partners grow and expand its depth of services, particularly long -term health care insurance, while...

 

Monday, October 5, 2015

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm, along with a Florida Estate Planning attorney will present a complimentary seminar “Estate Planning & Transferring Wealth” on Thursday,...

 

Friday, September 11, 2015

The magazine cover says it all doesn't it?The inside story is even scarier!"Unemployment is UP to 4.8%""Corporate profits are down 10%""small investors now forced to sell everything to cover margin calls and will NEVER return to the...

 

Thursday, August 27, 2015

Key Takeaways:As a bull market matures over the second half of an economic expansion, periods of increased market volatility are likely to become more common. Periods of volatility bouts will likely create a more challenging...

 

Wednesday, July 22, 2015

GREASE- 1978! Danny (John Travolta), Sandy (Olivia Newton John) and the gang at Rydell high! On the way back from the Keys this past weekend, Sammie played all those good tunes from the movie on her cell phone. Bet I've seen that...

 

Tuesday, June 23, 2015

Few things can dampen the excitement of seeing the delivery of a long-awaited package on the porch than three words—“some assembly required.” Whether it is navigating the confusing instruction manual, sweating through the complicated...

 

Thursday, March 26, 2015

Each week in football practice when I was at Florida about 20-25 minutes was devoted to what we called “razzle dazzle”. This period of practice was devoted to prepping the defense with trick plays of our upcoming offensive opponent....

 

Monday, March 9, 2015

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm and a Florida Estate Planning attorney will present a free seminar “Estate Planning & Transferring Wealth” on Monday, March 16 from 3:00 p.m...

 

Monday, March 2, 2015

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm will present a free seminar “Women, Money & Power” on Thursday, March 12 from 6:00 p.m. until 7:30 p.m. at the Broadway Palm Theatre’s Art...

 

Friday, February 27, 2015

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm will present a free seminar “Social Security – The Choice of a Lifetime” on Tuesday, March 10 from 9:00 a.m. until 10:30 a.m. at The...

 

Monday, February 2, 2015

Click Here to Download: e-pocket Tax Tables 2014 & 2015

 

Monday, February 2, 2015

The headline in the Wall Street journal on Tuesday, January 20th read “The Week Resolutions Die.” The article is about gym memberships and the New Year’s resolutions made by people who “start to waver” in the third week of January. The...

 

Wednesday, January 14, 2015

Sam Henderson, founder and CEO of Henderson Wealth Partners, a full-service, independent wealth management firm serving clients in Fort Myers and surrounding Southwest Florida communities was recently recognized as a Five Star Wealth...

 

Wednesday, January 14, 2015

As we look ahead to 2015, we see a year that will be marked by transitions. Likely changes in monetary policy around the world, the return of volatility, and the recent shift in the political balance of Congress could mean 2015 is a...

 

Friday, December 5, 2014

A few weeks ago, as the third quarter of the Florida-Georgia football game was coming to a close (a very important component of this story by the way), I received a message that my 99 year old mom, Kathryn Henderson, would not make it...

 

Tuesday, November 18, 2014

Henderson Wealth Partners, a full-service, independent wealth management firm serving clients in Fort Myers and surrounding Southwest Florida communities (formerly Sam Henderson Independent Financial Consultant), announces the...

 

Tuesday, November 4, 2014

Compass Changes ƒUpgraded U.S. stocks to neutral/positive from neutral.Downgraded hedged foreign bonds from negative/neutral to negative.Investment Takeaways Our 2014 stock market return forecast remains for gains of 10-15%, supported...

 

Monday, October 20, 2014

It is estimated that more than 120 million Americans do not have an up-to-date estate plan.** This is a great time to create a definitive plan for managing your wealth and distributing your estate on your terms.Preserving wealth from...

 

Monday, October 6, 2014

Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm and Gary Berger of Nationwide Financial, will present a free seminar “Planning for the Cost of Healthcare in Retirement” on Tuesday, October...