2020 Q3 Market Update
Henry+Horne Wealth Management President Michael Carlin and Joe Taiber discuss the market in the third quarter of 2020, the impact of the coronavirus, the upcoming election and more.
Manage the Funds Podcast
Q: Why is understanding your net worth so important?
Here’s why net worth is so important and how you can measure yours.
Financial advisers have your best interest at heart. It’s now the law.
You might have missed the news that the SEC released new regulations called “Regulation Best Interest” designed to improve the investment advice provided by those dispensing financial wisdom. The rule change specifically requires brokers to put the interests of their customers before their own, disclose to customers how they are paid, if they have any …
COVID-19 and the real estate market – Is it too sick to buy?
The drastic market downturn and economic closing sent both professional and retail investors spinning in February and March of 2020. Trying to feel the depth of the market while the economy was in the middle of a shut down, infection and death tolls surging worldwide made the process of evaluating investment options nearly impossible. Investors …
Should you take a loan from your retirement account?
In the wake of the pandemic, many Americans have lost their jobs and are struggling to make ends meet. One avenue is to take a loan from their retirement accounts. But should you? This question suggests a multitude of responses and is one of the most frequently asked questions by retirement participants. Let’s take a …
Q: What’s the difference between financial planning & wealth management?
Here are the distinctions between wealth managers and financial planners. Terminologies change all of the time, so it’s always important to make sure you know exactly what is meant by a certain phrase or title. 25 years ago, a common term in the investment advisory world was ‘broker,’ and that meant someone who would …
COVID-19’s Impact on the Stock Market + Economy Webinar
The sudden economic shut down changed our economy instantly. This generational event will have ripple effects across the economy and the stock market. Michael Carlin, president of Henry+Horne Wealth Management, goes over the data and helps you understand where the economy may be headed so you can better forecast the financial needs of your organization …
Q: How Do You Become Financially Fit?
Here are the steps you must take to become financially fit. How do you become financially fit? There are several steps you need to follow. First, set goals that make sense for you. This means focusing on where you want to end up. Do you want to pay off your house? Do you not …
CARES Act clarification for trustee/plan sponsors
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) which was signed into law on March 27, 2020, provides dollar relief to those suffering as a result of the coronavirus. So, what should you know as a trustee/plan sponsor of your company’s retirement plan? First, we need to understand who is eligible to receive …
Choosing the Right Financial Advisor
How do you know if a financial advisor is suited to manage your portfolio? With so much economic uncertainty going on across the nation and around the world, many of you have been asking about how to find the right financial advisor. What questions should you be asking in order to find the perfect …
Manage the Funds Podcast
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