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Category: Investment Management

The Markets Today: Reasons for Optimism

Posted on April 8, 2025April 10, 2025 by Loriann Facenda
The Markets Today: Reasons for Optimism
Posted in Investment Management

Comprehensive Wealth Management: An Ongoing Process

Posted on March 17, 2025February 13, 2026 by Michelle Lowrey
Comprehensive Wealth Management: An Ongoing Process
Posted in Investment Management, Comprehensive Wealth ManagementTagged comprehensive wealth management

Private Markets: Investment Management that Transcends the Public Markets

Posted on January 10, 2025January 14, 2025 by Michelle Lowrey
Private Markets: Investment Management that Transcends the Public Markets
Posted in Investment ManagementTagged Investment Management, Private Markets

Small Cap Stocks: It’s Their Time to Shine

Posted on October 8, 2024December 17, 2024 by Michelle Lowrey
Small Cap Stocks: It’s Their Time to Shine
Posted in Investment Management

Sustainable Investing: Carbon Credits or Carbon Offsets?

Posted on March 23, 2023March 23, 2023 by Michelle Lowrey
Sustainable Investing: Carbon Credits or Carbon Offsets?
Posted in Investment ManagementTagged Sustainable Investing, carbon credit, carbon offsets

Rebalancing Your Portfolio Is Key to Successful Financial Planning

Posted on March 23, 2023March 16, 2023 by Loriann Facenda
Rebalancing Your Portfolio Is Key to Successful Financial Planning
Posted in Investment ManagementTagged rebalancing, rebalance, capital gains

China Is Losing Its Place As World’s Leading Manufacturer

Posted on November 8, 2022November 8, 2022 by Michelle Lowrey
China Is Losing Its Place As World’s Leading Manufacturer
Posted in Investment ManagementTagged China, portfolio, world manufacturer, Xi's slowing economy, "free market" concept

Inflation, Interest Rate Hikes Creating New Market Considerations

Posted on October 4, 2022September 15, 2023 by Michelle Lowrey
Inflation, Interest Rate Hikes Creating New Market Considerations
Posted in Financial Planning, Investment ManagementTagged Inflation, financial markets, interest rates hike, new market considerations, market rise

No-Load, No-Commission Annuities Attract Savers With Flexibility, Low Fees

Posted on August 30, 2022August 30, 2022 by Michelle Lowrey
No-Load, No-Commission Annuities Attract Savers With Flexibility, Low Fees
Posted in Investment ManagementTagged Retirement, annuity, Penison, no-load, no-comission

Why Haven’t Bonds Lived Up to Their Traditional Role?

Posted on August 23, 2022August 23, 2022 by Michelle Lowrey
Why Haven’t Bonds Lived Up to Their Traditional Role?
Posted in Investment ManagementTagged bonds, investors, FOMC

The Shape of Economic Recovery

Posted on June 23, 2022June 24, 2022 by Michelle Lowrey
The Shape of Economic Recovery
Posted in Investment ManagementTagged swoosh, economic recovery, letter, economist, recessions

The Lasting Impact of Investing Principles from the 1940s

Posted on June 7, 2022June 28, 2022 by Michelle Lowrey
The Lasting Impact of Investing Principles from the 1940s
Posted in Investment ManagementTagged investment, timeless investment principles, Benjamin graham

Income-Based Student Loan Repayment: What Are Your Options?

Posted on May 3, 2022May 3, 2022 by Michelle Lowrey
Income-Based Student Loan Repayment: What Are Your Options?
Posted in Investment ManagementTagged PSLF, student loans, income based, repayment, options, IBR, PAYE, REPAYE

Investing for a Minor: Consider Your Options

Posted on February 17, 2022February 24, 2022 by Michelle Lowrey
Investing for a Minor: Consider Your Options

{“llinks”:[“Brittany Taylor”]}

Posted in Investment ManagementTagged custodial roth ira, UTMA, UGMA, Financial Planning, 529 plan, financial services, wealth managment, hbks wealth advisors, investing for a minor

A Look at How Markets Move During Midterm Election Years

Posted on February 15, 2022February 15, 2022 by Michelle Lowrey
A Look at How Markets Move During Midterm Election Years
Posted in Investment ManagementTagged markets move, election years, analyst, gains, losses, midterm, politics

Why Markets Move: The Impact of Emotion on your Investment Decisions

Posted on February 10, 2022February 10, 2022 by Michelle Lowrey
Why Markets Move: The Impact of Emotion on your Investment Decisions
Posted in Investment ManagementTagged investment decisions, psychology, investor shortfalls, Markets

The Fed Pivots to Fight Inflation

Posted on January 11, 2022March 7, 2022 by Michelle Lowrey
The Fed Pivots to Fight Inflation
Posted in Investment ManagementTagged fight inflation, US Treasury, jobs, prices, Inflation, interest rate, fed, pivots

Exchange an Idle Non-Qualified Annuity for Tax-Free Long Term Care Coverage

Posted on December 23, 2021December 23, 2021 by Michelle Lowrey
Exchange an Idle Non-Qualified Annuity for Tax-Free Long Term Care Coverage
Posted in Investment ManagementTagged exchange, idle, non-qualified annuity, tax-free long term care coverage, 1035 exchange, LTC

Investing in 2022: Inflationary Pressures and a Mix of Headwinds and Tailwinds

Posted on December 21, 2021December 21, 2021 by Michelle Lowrey
Investing in 2022: Inflationary Pressures and a Mix of Headwinds and Tailwinds
Posted in Investment ManagementTagged 2022, inflationary pressures, asset prices, unwinding inflation

Tax Havens & Trust Laws: The Times May Be A-Changin’

Posted on December 2, 2021December 2, 2021 by Michelle Lowrey
Tax Havens & Trust Laws: The Times May Be A-Changin’
Posted in Investment ManagementTagged tax haven, trust laws, delaware, the new Delaware, tx

Options, Short Selling, GameStop, and the Squeeze

Posted on October 20, 2021October 18, 2021 by Michelle Lowrey
Options, Short Selling, GameStop, and the Squeeze
Posted in Investment ManagementTagged lockdown, trading, gamestop, short selling

Target Date Funds: Antidote to Our Instincts?

Posted on September 14, 2021September 19, 2021 by Loriann Facenda
Target Date Funds: Antidote to Our Instincts?
Posted in Financial Planning, Investment ManagementTagged Financial Planning, retirement planning, Investing, target date funds

Rising Interest Rates and the Bond Markets

Posted on August 23, 2021September 19, 2021 by Michelle Lowrey
Rising Interest Rates and the Bond Markets
Posted in Investment ManagementTagged bond market, rising interest rates

Going Solo: A Non-Traditional Retirement Savings Plan

Posted on August 9, 2021August 9, 2021 by Michelle Lowrey
Going Solo: A Non-Traditional Retirement Savings Plan
Posted in Investment ManagementTagged non-traditional retirement, retirement savings plan

The VIX: Wall Street’s Fear Index and Valuable Investment Tool

Posted on July 12, 2021July 12, 2021 by Michelle Lowrey
The VIX: Wall Street’s Fear Index and Valuable Investment Tool
Posted in Investment ManagementTagged VIX, S&P 500 index, market investments, financial markets, fear index, index and valuable investment tool

Bitcoin: A Wildly Speculative Play

Posted on March 18, 2021March 19, 2021 by Michelle Lowrey
Bitcoin: A Wildly Speculative Play
Posted in Investment ManagementTagged cryptocurrency, cryptocurrencies, Bitcoin, financial, investment

My Favorite Stock Market Chart (or, How I Learned to Stop Worrying and Embrace Market Volatility)

Posted on February 24, 2021May 21, 2021 by Michelle Lowrey
My Favorite Stock Market Chart (or, How I Learned to Stop Worrying and Embrace Market Volatility)
Posted in Investment ManagementTagged stock market, embrace market volatility, performance

What the Markets Are Saying About the 2020 Elections

Posted on November 23, 2020May 21, 2021 by Michelle Lowrey
What the Markets Are Saying About the 2020 Elections
Posted in Investment ManagementTagged election 2020, market, financial

Elections and the Markets: Comparing 2020 with 2000

Posted on November 3, 2020December 3, 2020 by Michelle Lowrey
Elections and the Markets: Comparing 2020 with 2000
Posted in Investment ManagementTagged market volatility, election 2020, market, ballot, tech bubble, fear index

Diversify Your Portfolio with an Emerging Market Fund

Posted on September 30, 2020August 15, 2025 by Loriann Facenda
Diversify Your Portfolio with an Emerging Market Fund
Posted in Investment ManagementTagged Diversification, emerging markets

Federal Reserve’s Unprecedented Move Stabilized the Markets

Posted on June 11, 2020August 11, 2020 by Loriann Facenda
Federal Reserve’s Unprecedented Move Stabilized the Markets
Posted in Investment ManagementTagged Economy, Federal Reserve, COVID-19, DOW, bonds, U.S. Congress

What Drove April’s Unprecedented Negative Oil Price?

Posted on May 12, 2020August 11, 2020 by Loriann Facenda
What Drove April’s Unprecedented Negative Oil Price?
Posted in Investment ManagementTagged #Covid19, oil, crude oil

Balance Portfolio Risk with a Fixed Index Annuity

Posted on May 5, 2020August 11, 2020 by Loriann Facenda
Balance Portfolio Risk with a Fixed Index Annuity
Posted in Investment ManagementTagged stock market, Diversification, fixed annuity

Investing: It’s About More than Returns

Posted on November 21, 2019November 19, 2019 by Loriann Facenda
Investing: It’s About More than Returns
Posted in Investment ManagementTagged Fiduciary, fee-only advisor, financial advisor

Risk Tolerance: How Much Investment Risk Can You Take?

Posted on August 21, 2019August 30, 2019 by Loriann Facenda
Risk Tolerance: How Much Investment Risk Can You Take?
Posted in Investment ManagementTagged Investing, Market Timing, asset allocation, risk tolerance

The Benefits of a Globally Diversified Portfolio Approach

Posted on August 7, 2019August 7, 2019 by Loriann Facenda
The Benefits of a Globally Diversified Portfolio Approach
Posted in Investment ManagementTagged Diversification, Asset Management, Global Diversification, HBKS Investment Philosophy

Behavioral Insights

Posted on April 13, 2019April 17, 2019 by Loriann Facenda
Behavioral Insights
Posted in Investment ManagementTagged Market Timing, behavioral bias, behavioral insights

Hedge Funds

Posted on March 20, 2019 by Loriann Facenda
Hedge Funds
Posted in Investment ManagementTagged hedge funds, Investing

Three Ways to Build Wealth in a Down Market

Posted on January 15, 2019January 31, 2019 by Loriann Facenda
Three Ways to Build Wealth in a Down Market
Posted in Financial Planning, Investment ManagementTagged stock market, behavioral bias

The Beat Goes On

Posted on October 12, 2017October 3, 2018 by Loriann Facenda
The Beat Goes On
Posted in Investment ManagementTagged Investment Management

The Power of Independence

Posted on October 10, 2017December 7, 2018 by Loriann Facenda
The Power of Independence
Posted in Investment ManagementTagged Wells Fargo, RIA, Registered Investment Advisor, Fiduciary, Independence

Active Funds or Passive Funds?

Posted on June 7, 2017October 17, 2018 by Loriann Facenda
Active Funds or Passive Funds?
Posted in Investment ManagementTagged HBK CPAs Consultants

Slow and Steady Wins the Race

Posted on March 20, 2017October 2, 2018 by Loriann Facenda
Slow and Steady Wins the Race
Posted in Investment ManagementTagged Investment Management

Financial Planning vs. Investment Management

Posted on December 21, 2016October 2, 2018 by Loriann Facenda
Financial Planning vs. Investment Management
Posted in Financial Planning, Investment ManagementTagged Financial Planning

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