Are Index Funds Really A Good Idea?
John Healy Hi, I’m John Healy, chief investment officer of Healy Wealth Management. Today, I want to talk about something that many professional investors and financial advisors don’t often address head on. And that’s the subject of indexing. They don’t address it necessarily because it’s a taboo topic, but I think it’s rarely addressed because […]
Stop Comparing Your Finances To Others
Kathy Healy Hi, I’m Kathy Healy, managing partner of Healy Wealth Management. Today I’m here to help you stop feeling behind financially when everyone else seems ahead. Have you ever had that feeling like you missed the memo on how to build wealth, and now you’re scrambling to catch up? If you’ve had thoughts like […]
Make Filing Taxes Easy With These Beginner-Friendly Steps
Erick Hi everyone! Taxes can seem overwhelming, especially if this is your first time filing. But don’t worry. Understanding the basics is easier than you think. Whether you’re starting your first job, making money from a side hustle, or just trying to understand how taxes work, this video is for you. By the end, you’ll […]
Could You Save Money Before Filing Taxes?
Kyle Hello, I’m Kyle Grandstaff, a portfolio manager here at Healy Wealth Management. With tax filing day quickly approaching on April 15th, I wanted to share some actionable tax saving strategies you can implement before then to help possibly lower your 2024 taxable income. I will cover three different possibilities that could help lower your […]
What Every Investor Must Know About Portfolio Risk Management
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 some […]
Why Women Need a Different Retirement Strategy in 2024
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 some […]
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 […]
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?
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 […]