Blogs
Mixed End to 2024: Stock Market Trends and Beyond
Stock Market: A Year of Highs and LowsDecember 2024 closed with a mixed performance across major U.S. equity indexes. While the Nasdaq 100 celebrated a monthly all-time high with a 0.39% gain, the Dow
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A Nation Shuts Down
Greetings. Bud here again with another report from rainy Scottsdale, Arizona. These are not normal times, and not normal of me to send notes to you as often as I have. I wanted to share more items ag
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Your 401k is Like Your Face, Don’t Touch It
Good morning, This outbreak is affecting our daily lives now. We’re watching the super markets as much as the stock markets. Many of you are making changes to adjust. Trips are being cancelled, sch
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The First Health is Wealth
I understand many of you are going through some major changes in your daily lives. I use the principal of “plan for the worst, hope for the best.” Hopefully these aren’t the worst of times for you,
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The Baby’s Been Thrown Out With the Bathwater
Hi everyone- I hope this note finds you all healthy and safe. I wanted to reach out to you with some major changes from the past week and what Heintz Wealth Management is doing to maximize all availab
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Don’t Give Up What You Want Most for What You Want Now
The global impact of the Coronavirus crisis is unprecedented in our lifetimes. Many of us are feeling tired. Anxious. Afraid. We are all trying to figure it out day by day and do the best we can. It c
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Opportunities from the CARES Act
With the recent passage of the CARES Act, there are opportunities to help reduce your tax burden as well as support your community through charitable giving. Some of these provisions create an intere
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From Maple Street to Main Street to Wall Street
Greetings from Scottsdale, 2020 has been an unprecedented year with what we have endured. We’ve seen massive disruptions in most aspects of our lives running the gamut from Maple Street to Main Street
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Heintz Wealth Now Provides Life Insurance and Annuity Solutions
As a fiduciary, we are committed to helping you find solutions that are best suited to you and your financial goals. To better serve you, Heintz Wealth Management recently joined with DPL Financial Pa
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Back to School
It’s hard to believe that we are now six months into the pandemic. It seems that everything has changed while paradoxically, nothing has. Typically, by this time of the year, my kids and I would just
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Giving Credit Where Credit is Due
“Stop revolving between attribution, validation and attention. Start settling into compassion.” ― Nitya Prakash With the stock market reaching all time highs, the global pandemic uprooting our livelih
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Creating Purpose From Excess
On any given July morning, you would normally find me up at 5am with coffee watching the Tour de France. The tour usually starts early in the month, goes for 21 stages, and lasts most of July. Not sin
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Newsworthy items
Outside of doing what you can to be your best financially, there are other factors that can steer you in a different direction. Covid-19 would be the most recent example. Here are a few other items be
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What Is Dollar Cost Averaging and Why It Doesn’t Work in Retirement
When markets are down, there are two types of investors. Those licking their wounds and those licking their chops. If you are in the former category, seeing your portfolio right now might be painful.
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5 Reasons Why You May Feel Unfulfilled in Life (Even If Your Finances Are Fine)
You’ve played by the rules, diligently saved, climbed the professional ladder and built a nest egg that would make anyone proud. Yet, something still feels missing — like you haven’t yet found your pu
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Do I Have Enough Money Saved for Retirement? Ask Yourself These 6 Questions
According to a 2023 survey from the American Advisors Group, 38% of U.S. adults think they’ll need less than $250,000 to retire comfortably — while 25% believe they’ll need over $1 million. This clear
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Should I Invest in a 401(k), Traditional IRA or Roth IRA in an Effort to Achieve My Lifestyle Goals?
Not all investment strategies are created equal. Whether you’re approaching your 30th birthday or 80th, every income-earning adult should have a solid savings plan in place that aligns with their life
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