July Newsletter: Nursing Homes, Money, Happiness, Power, and More
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. Nursing Homes Click below to watch John Healy, Chief Investment Officer discuss how: […]
June Newsletter: Magic 8 Ball, War, Immigration, and More
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. Your Advisor vs. Artificial Intelligence Click below to watch Kathy Healy use a […]
May Newsletter: New Team Members, Does Indexing Make Sense?, The Legacy of Jack Bogle, And Kathy Healy Recognized In Forbes
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. Welcome New Team Members! We are very pleased to welcome Yana Lunger […]
April Newsletter: Caught up in FOMO? Tariffs, China, and Apple; The Advantage of Perspective; and More!
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. Stop Feeling Behind Financially Click below to watch Kathy Healy address FOMO […]
March Newsletter: Last Minute Tax Moves, Stock Market Jitters, ‘Increase’ Your Spending, and More!
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. It’s Not Too Late to Reduce your 2024 Taxes! [As of Posting] […]
February 2025 Newsletter | Risk and Objectives, Financial Freedom, and Tax Season
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. Risk and Objectives Click below to watch Kathy and John Healy discuss […]
January 2025 Newsletter | Kathy On The Radio, Financial Fitness, and Business Owners Beware
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. Kathy On The Radio! Click below to hear Kathy answer questions about […]
December 2024 Newsletter | Happy Holidays, Gratitude, and Charitable Generosity
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. Happy Holidays Warmest wishes to you and your loved ones. May your […]
November 2024 Newsletter | Women’s Retirement, Warren Buffet’s Apple Stake, and Roth Conversions
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/_3uNahZpyuk In this insightful video, we discuss the unique challenges women face […]