The S&P 500 Index set an all-time high on February 19. However, optimism quickly faded as investors grew increasingly concerned over trade policy and the economy. On March 13, the S&P 500 entered its first official correction since 2023, with the index down 10.13%. It’s the first correction since the second half of 2023. But […]
Stock Market Correction Read More »
On Saturday, February 1, President Trump announced a 25% tariff on all goods imported from Mexico and Canada, and a 10% tariff on goods imported from China. Stocks sold off the following Monday morning but pared losses after Canada and Mexico made modest concessions and Trump delayed implementation of the tariffs for one month. Clients
Tariffs Bring Headline Risks; Progress Stalls on Inflation Read More »
Tax season is here—are you ready? 📅💰 Now is the time to gather your tax documents, including W-2s, 1099s, and deductible expenses, to stay organized and maximize your refund. But taxes aren’t just a once-a-year task—they should be a key part of your overall financial planning! 💡🔍 By integrating tax strategy with financial planning, you
Tax season is here—are you ready? Read More »
Hello 2025! HWC Financial has been providing individuals and families with a level of financial expertise and service that has made us a valued—and trusted—partner. We specialize in meeting the needs of individuals and multigenerational families with complex planning needs. Our goal is simple: to understand the needs of each client, create strategies that address
Taxes, Taxes, and More Taxes – A Look at Some Critical 2025 Figures… Read More »
At HWC Financial, we pride ourselves on delivering exceptional financial expertise and personalized service, earning the trust of individuals and families alike. Our focus is on supporting the unique needs of individuals and multigenerational families, particularly those with intricate financial planning requirements. Our approach is straightforward: we take the time to understand your goals, craft
The Fed, Rate Cuts, and What it Means for You! Read More »
As we step into 2025, proactive tax planning remains one of the most powerful tools to preserve and grow your wealth. At HWC Financial, we understand that taxes can significantly impact your financial journey, and we’re here to help you navigate the complexities with confidence. In this blog, we’ll share 10 essential tax tips that
Maximizing Your Value: 10 Tax-Planning Strategies to Implement in 2025 Read More »
You may have clients who wonder how they may boost their Social Security benefit. Here’s one way: Keep working. Our expert runs through some numbers, showing how some clients may benefit by continuing to work. Clients who understand the connection between earnings and benefits often ask how their benefit will be affected if they keep working.
Considering Social Security: What if I Keep Working? Read More »
Getting prepared for college can be both exciting and overwhelming for a high school senior. What might your goal-oriented peers do that will help them succeed as they set out on a new path? The key to successful college preparation is to establish an efficient and structured plan. Having a clear roadmap to guide your planning can
Successful College Preparation Read More »