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.
Living Trusts: Understanding the Basics and Key Considerations
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...Read More
Trying to Time a Recession?
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...Read More
What Factors Have the Greatest Impact on Your Credit Score?
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...Read More
Important Financial Considerations to Make When Remarrying Later in Life
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...Read More
Top Considerations to Help Adult Children Be Better Prepared As You Age
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...Read More
Opportunities in 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...Read More
In the Cone? Hurricanes and Recessions deserve our Attention and Prep
In the ConeRead More
Midyear Outlook 2022: Navigating Turbulence
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...Read More
Weekly Market Insights: Recession Concerns Rising
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...Read More
Weekly Market Insights: Inflation Takes Center Stage
Weekly Market Insights: Tighter Money Policy; Market Drops
Outlook 2022: Passing the Baton
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!!Read More
Many Reasons to be Thankful
November 2021 Client LetterRead More
Celebrating 30 years of HWP!
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...Read More
Stay Calm, Stay the Course!
Stay Calm & Stay the CourseRead More
A Test of our Resolve
A Test of our ResolveRead More
COVID-19 & FINANCIAL MARKETS
COVID-19 & FINANCIAL MARKETRead More
HWP Holiday Traditions
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...Read More
Are Your Investments in Good Hands?
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...Read More
Henderson Wealth Partners Presents Social Media Seminar for Professionals
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...Read More
Welcome to the Fourth Quarter
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...Read More
Complimentary Seminar: 21st Century Retirement
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...Read More
Outlook 2016: Scenario Planning for Current Market Conditions
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...Read More
Henderson Wealth Partners Welcomes Alexandra Henderson
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...Read More
The Market Downturn is Here. Now What?
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...Read More
Greece - Is The Word?
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...Read More
How Ya Doin'?
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...Read More
Sam Henderson of Henderson Wealth Partners Honored as Five Star Wealth Manager
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...Read More
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...Read More
A Tribute to Kathryn Henderson - Mom
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...Read More
Henderson Wealth Partners Announces Rebranding of Firm
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...Read More
Portfolio Compass - October 29, 2014
Compass Changes Upgraded 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...Read More
It's National Estate Planning Week
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...Read More
Free Seminar: Planning for the Cost of Healthcare in Retirement
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...Read More