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 »
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 »
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 »
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 »
Is the stock market up 7% or 37% this year? Well, it depends. According to one major index, the market is up a respectable 7%. That’s not bad following last year’s dismal performance, but contrast that with another well-known index, and we might conclude that the stock market is up nearly 20%. Sounds great, right?
Markets – August 2023 Read More »
This year’s progress in the stock market can be primarily attributed to the slower pace of rate hikes and the growth of the economy. Furthermore, the fascination with artificial intelligence (AI) has significantly boosted the performance of technology stocks.
Markets – July 2023 Read More »
There is no shortage of tricks that scammers will use to deceive the elderly. Some will use deceitful emails and texts that encourage you to redirect to their fraudulent websites.
July Letter to Clients Read More »
Thoughts on the COVID-19 scare and Markets
COVID-19 Thoughts – March 15, 2020 Read More »
