Blog
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.
2023 Recap and 2024 Outlook: Key Events and What May Be in Store
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...
Read MoreTechnology Guide for Dementia Patients and Their Caregivers
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....
Read More10 Financial Missteps to Avoid During a Divorce
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....
Read MorePreparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
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...
Read More10 Ideas for a Virtual Holiday Party
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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The Impact of SECURE 2.0 in 2024 and Beyond
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...
Read MoreA Year-End Financial Checklist
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...
Read MoreAI's Role in Shaping Our Tomorrow: A Look Ahead
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,...
Read MoreTop 10 Questions High Net Worth Individuals Ask About Social Security
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...
Read MoreUnderstanding the September Effect: What It Is and Why It Happens
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...
Read MoreDon't Get Hooked: A Guide to Recognizing and Avoiding Phishing
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...
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2023 Hawaii Wildfires Giving Guide
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...
Read MoreMoney Tips for Parents Sending Children Off to College
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...
Read MoreAttention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
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...
Read MoreThe 6 Biggest Mistakes DIY Investors Make and How to Avoid Them
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...
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Midyear Outlook 2023: The Path Toward Stability
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...
Read MoreHow the SECURE 2.0 Act Changed 529 Plans
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...
Read MoreHealth Savings Accounts: Pros, Cons, and Retirement Considerations
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...
Read MoreTop 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)
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...
Read MoreNavigating the Costs of Senior Care: Tips for Preparing for Long-Term Care
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...
Read MoreLiving 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 MoreTrying 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 MoreWhat 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 MoreImportant 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 MoreTop 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 MoreOpportunities 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...
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In the Cone? Hurricanes and Recessions deserve our Attention and Prep
In the Cone
Read MoreMidyear 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...
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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...
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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!!
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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...
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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...
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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...
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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 MoreWelcome 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...
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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 MoreOutlook 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...
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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 MoreThe 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 MoreGreece - 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 MoreHow 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 MoreSam 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 MoreOutlook 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...
Read MoreA 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 MoreHenderson 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 MorePortfolio Compass - October 29, 2014
Compass Changes ĀUpgraded 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 MoreIt'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 MoreFree 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...
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