Is Investing in Chocolate A Sweet Deal or A Bitter Trap?
Hi, I’m John Healy, chief investment officer of Healy Wealth Management. Today I’m back again with another video about investing. Clients often ask us about how we invest in individual stocks. But how do we make our decisions? And as we approach Halloween, I thought I’d share an example of how we make decisions by […]
September 2024 Newsletter | Hedging, Rate Cuts, and Estate Planning
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. https://youtu.be/FpRS3egnksk Concerned about the markets? Watch for a full discussion between John […]
All About Hedging
Kyle Grandstaff Hi. I’m Kyle Grandstaff, Portfolio Manager here at Healy wealth management, and today I’m joined by John Healy, our Chief Investment Officer. And today I wanted to spend a little bit of time to talk about a specialized approach that we have to our risk management, and that’s our use of a hedging […]
When Is The Best Time To Take Social Security? | Newsletter August 2024
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. https://youtu.be/Yxtue8aLnL0 Curious about the best time to start Social Security? In this […]
When Is The Best Time To Take Social Security?
Kathy Healy Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today, I’m here to answer an important question that I hear from clients a lot. When is the best time to start taking Social Security? Most of the time people mean, “What is the biggest monthly payment I can get out of Social […]
Do You Need An Umbrella Policy? | Newsletter July 2024
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of life. Let us know your thoughts. And if there’s something that could benefit a friend or family member, please send it their way. https://youtu.be/1o24xZazWgA Decisions about insurance are an ongoing aspect of financial planning. What […]
Why Don’t We Buy Crypto? | Newsletter May 2024
Welcome to the latest edition of the Healy Wealth Management newsletter, your monthly guide to navigating the financial complexities of your life. As a firm, our focus is on reinforcing principles that stand resilient against the ebbs and flows of market trends. In this issue, we invite you to watch our short video in which John […]
Presidential Elections & The Market | Newsletter April 2024
https://youtu.be/fdGIogGHDL4 To better communicate with you, we have begun producing short videos to discuss common client questions and topics. To see our content, please click on the video above and subscribe to our channel. In this video, John Healy, Chief Investment Officer, alongside Kyle Grandstaff, in-house Portfolio Manager, discuss the upcoming presidential election. Bottom line: […]
Should You Consider Umbrella Insurance?
Kathy Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today I’m here to answer an important question. Do you need umbrella insurance? When we meet with clients, we always ask them if they have an umbrella policy. The need for you to protect your assets against bad things that might happen is very […]