What Every Investor Must Know About Portfolio Risk Management
https://youtu.be/XxkIq9MLwh0 Kathy Hi, I’m Kathy Healy with Healy Wealth Management. Today we’re here with John Healy, our chief investment officer, to talk about risk. John, can you explain risk and talk about some of the types of risks that concern you as a portfolio manager? John Risk and investing refers to the possibility of losing […]
Why Women Need a Different Retirement Strategy in 2024
https://youtu.be/_3uNahZpyuk Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today I’m here to talk about saving for retirement. There are always competing goals about how to use your money. The tension is between using your money to enjoy today or saving it to secure your future. Today I’m specifically going to talk about […]
Is Investing in Chocolate A Sweet Deal or A Bitter Trap?
https://youtu.be/Q9gcLHxXClk 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 […]
All About Hedging
https://youtu.be/FpRS3egnksk 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 […]
When Is The Best Time To Take Social Security?
https://youtu.be/Yxtue8aLnL0 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 […]
Should You Consider Umbrella Insurance?
https://youtu.be/1o24xZazWgA 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 […]
Market Myths & Realities: Bitcoin
https://youtu.be/aDF9AJ8UnFc Kyle Hi, I’m Kyle Grandstaff, the portfolio manager here at Healy Wealth Management. Today I’m joined with John Healy, our chief investment officer. Today is another installment of our market Myths and Realities. Now, especially here in April 2024, Bitcoin’s at near all time highs. There has also been a lot of tailwinds that […]
Market Myths & Realities: What Counts?
https://youtu.be/dRDUz1J45sg John Hi, I’m John Healy, Chief Investment Officer of Healy Wealth Management. Today, I want to talk a little bit more about Market Myths and Realities. One of the big myths is that you can predict what the market or the economy is going to do, and that’s just not true. Nobody can consistently […]
Market Myths & Realities: Understanding Market Myths & Realities From A CFA!
https://youtu.be/Bf1epnwuRLY John Hi, I’m John Healy, Chief Investment Officer of Healy Wealth Management. Thank you for taking some time to hear from us and what we have to say about the markets, the economy and all kinds of things. We’re trying to help you understand how not to get off track with your investments and […]
