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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, 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.

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

Tuesday, October 24, 2023

Many of us have adapted to a world with remote team members and back-to-back Zoom calls with customers spread across the country, which certainly has its benefits. Nevertheless, one drawback is the difficulty of getting together in...

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Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

Thursday, August 17, 2023

Dangerous wildfires are burning on the Big Island and Maui in Hawaii, forcing thousands of people to evacuate. The fires are being fueled by strong winds from Hurricane Dora which is still hundreds of miles away. These 60+ MPH winds...

Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

Wednesday, July 19, 2023

LPL Financial Research Midyear Outlook 2023: The Path Toward StabilityOur 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea...

Tuesday, July 11, 2023

Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Monday, April 17, 2023

Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Thursday, February 9, 2023

Happy February everyone!Whether you’re one to set ambitious New Year’s resolutions or simply use the beginning of the year to reset on a few habits, there’s almost always some value in reflecting on the past year...

Saturday, August 13, 2022

In the Cone

Tuesday, August 2, 2022

LPL Financial Research Midyear Outlook 2022: Navigating TurbulenceMarkets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate...

Tuesday, May 24, 2022

Recession fears grew last week following weak earnings reports from major retailers, sending stocks lower.The Dow Jones Industrial Average fell 2.90%, while the Standard & Poor’s 500 lost 3.05%. The Nasdaq Composite index dropped...

Monday, May 16, 2022

Tuesday, May 10, 2022

Tuesday, May 10, 2022

Monday, January 3, 2022

LPL Research Outlook 2022: Passing the Baton delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022. Happy New Year to our clients and friends!!

Thursday, November 4, 2021

November 2021 Client Letter

Thursday, October 8, 2020

This year marks Henderson Wealth Partners’ 30th year in business! We wanted to honor this milestone by sharing our history as well as our aspirations for the years ahead. We hope our story conveys the true passion we have for...

Wednesday, April 8, 2020

Stay Calm & Stay the Course

Friday, March 27, 2020

A Test of our Resolve

Monday, March 23, 2020

COVID-19 & FINANCIAL MARKET

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...

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...

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...

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, 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...

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...

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 ĀƒUpgraded 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...