Articles
You bought a new car? That wasn’t you?!
You bought a new car? That wasn’t you?! - How do you keep your spending info safe and sound this holiday season? Hi, it’s your Hendershott Wealth Management team, and holiday spending is in full swing with Black Friday, Cyber Monday, and last-minute online cart...
How Do We Pick the Right Investment Recommendations? Adjust With Data.
How Do We Pick the Right Investment Recommendations? Step 3: Adjust With Data. Hi, it’s your Money Mavens, and we are fiduciaries… You may already be familiar with the term “fiduciary”, but it may be new to you. Being fiduciaries means we treat your portfolio with the...
How do we pick the right investments to recommend? Personalize it
How do we pick the right investments to recommend? Step 2: Personalize it Hi, it’s your Money Mavens, and we need to get personal… …With how we pick investments that are worthy of belonging in our clients’ accounts. We previously shared about how we use data to find...
How do we pick the right investments to recommend? Start with Data
How do we pick the right investments to recommend? Step One: Start with Data. Hi, it’s your Money Mavens - can we talk about what’s happening in the markets? You’ve likely seen the news: the stock markets seem to be getting crazier by the day. Big events are always...
Business Owner : Mixing business and personal? – expenses save you money on tax deductions.
Business Owner : Mixing business and personal? - expenses save you money on tax deductions. Hi, it’s your Money Mavens, and it’s no secret we love helping run Hendershott Wealth Management! When Hilary launched our firm in 2014, she had a vision, determination, and...
Riding the stock market roller coaster
Riding the stock market roller coaster - up and down rising interest rates, economic changes, and geopolitical conflicts Hi, it’s your Money Mavens, and this is a surprise to many investors, maybe even yourself… But the stock market is supposed to go down from time to...
Worried about inflation? protect my portfolio value without taking unwise risks
Worried about inflation? Protect my portfolio value without taking unwise risks. Hey, it’s your Money Mavens, and we’ve all seen the news… It’s the same theme on every major news network. It’s what’s driving prices at the gas pump and on the dinner plate. If you’ve...
Want less stress in your relationship? Long-term successful Financial Partnership Therapy
Want less stress in your relationship? Long-term successful Financial Partnership Therapy. Hi, it’s your Money Mavens, and you probably already heard the news… Money fights and money problems are the leading cause of stress for couples in the U.S. and it’s no...
3 Signs FOMO Is Making You Overspend
3 Signs FOMO Is Making You Overspend Hi, it’s your Money Mavens and the signs are all there… You got a new influx of cash and that third Coach handbag is begging you to slide it into your checkout cart. Ten seconds later and you’re wincing at the total amount. “But...
She lost how much each month?!
She lost how much each month?! Hi, it’s your Money Mavens - and we’d love for you to meet Katie. She’s now $2,000/month wealthier thanks to one key step… Katie organized her bookkeeping and audited her expenses. She discovered she was paying gobs for unneeded...