Happy Holidays from HD Wealth Strategies! 2018 was full of the unexpected and we expect nothing less from 2019. We are so thankful for clients who we are happy to call friends! Enjoy our video!
HD Wealth Strategies 2018 Holiday Video Message
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Does Investment Allocation Really Matter?
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Does Investment Allocation Really Matter? By: Allie (DeYoung) Schmidt, Financial Advisor, CFP®, CPA You can’t watch TV or open...
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Lunch & Learn: Social Security Series Follow Up
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All, Events
Here are a couple of the common questions that were asked at our “Social Security: What’s Your Strategy?” Lunch...
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Is This Normal?
Steven Higgins, Financial Advisor, Principal, , All
Is This Normal? The current market correction and talk of tariffs Written by: Steven Higgins, Financial Advisor, Principal &...
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Advance Child Tax Credit
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
Advance Child Tax Credit Written by: Allison Schmidt, Financial Advisor, CFP®, CPA We’ve talked to a couple parents recently...
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2015: Year in Review
Steven Higgins, Financial Advisor, Principal, , All
“The technical term for 2015 should be lame.” Let’s take a look at 2015 and also a look forward....
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The Great Recovery Continues and Higgins & Schmidt Rebalances
Steven Higgins, Financial Advisor, Principal, , All
The Great Recovery Continues and Higgins & Schmidt Rebalances Q1 2021: The American re-opening balances vaccine hopes, more stimulus,...
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The Forest For The Trees
Allison Schmidt, Financial Advisor, CFP ®, CPA, , All
The Forest for the Trees Market returns year-to-date make diversified portfolio investors question their approach. By: Allie Schmidt, Financial...
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From Ashes to Opportunity
Steven Higgins, Financial Advisor, Principal, , All
From Ashes to Opportunity Understanding Unique Tax Opportunities Within Federally Declared Disasters By Steven Higgins, Financial Advisor, Registered Principal...
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Disclaimer Corner
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Higgins & Schmidt Wealth Strategies, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation does not ensure a profit or protect against a loss. Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.