HBE Wealth Management

Two cities, two great evenings, and plenty of Husker football excitement!

HBE Wealth Management was grateful to welcome clients and guests in Lincoln and Omaha for our annual Husker Season Preview with Sean Callahan. Thank you to Sean for sharing his insight into the upcoming season and to everyone who joined us. We always enjoy the opportunity to connect with you!

Thank you to everyone who joined us for our recent client appreciation event.

We had a great evening filled with live music and meaningful conversation. A special thank you to Tim Pratt for sharing his story, and to Levi Patton for joining him on stage and helping make the night so enjoyable.

Just like great music, lasting wealth is built with intention and the right team behind it. We are grateful for the opportunity to spend time with our clients and guests and look forward to the next time we can gather together.

Big congratulations to Ally Kreikemeier on earning her CERTIFIED FINANCIAL PLANNER® designation!

This milestone reflects Ally’s dedication to her clients and her commitment to delivering thoughtful, well-rounded financial guidance. We’re proud to have her as part of our wealth management team and excited for the impact she’ll continue to make.

The media can be relentless in speculating about "what's next". We rarely have time to enjoy a bull market before people begin calling for the next bear market. And when we are in a bear market, it can feel like an eternity before the bull comes roaring back.

What do markets actually say, not the media? How have they historically behaved during both bull and bear market periods?

History is a valuable tool for determining what to do and what not to do. Please take a few minutes to read this article on bear markets vs. bull markets and the perspective all investors should keep in mind.

Read the full article here: https://hbewealth.com/bear-market-vs-bull-market-what-retirees-need-to-know/

Big congratulations to Kaiden Bedient on passing the Series 65 exam!

This milestone reflects his dedication, expertise, and commitment to delivering knowledgeable investment advice to clients. We’re proud to have him on the team as he continues to grow as an Associate Wealth Advisor.

We wore our green today to spread a little St. Patrick’s Day cheer 🍀

But as much as we enjoy a little luck, we know the real pot of gold comes from thoughtful planning and smart decisions.

Happy St. Patrick’s Day!

Sara Sweeney has officially passed the CFP® exam and earned her CERTIFIED FINANCIAL PLANNER® designation!

This is a tremendous accomplishment that reflects her hard work, dedication, and commitment to serving our clients at the highest level. We’re so proud of the expertise and care she brings to our team every day.

Please help us congratulate Sara on this exciting milestone!

We wrapped up another fantastic client appreciation event with special guest Sean Callahan! More than 140 attendees gathered to hear Sean share his insights and predictions for the 2025 Husker Football Season. Go Big Red!

Register or watch on demand with the link below!

Join us for an insightful 10 Minute Tuesday webinar on July 22nd with Associate Wealth Advisor Ally Kreikemeier. Learn about the importance of maintaining organized financial records—a key part of managing your personal finances. Whether you need to quickly locate monthly bills for proof of residency or your Social Security card for employment verification, having your important documents in order can save you time and stress. By investing the effort to sort and organize your personal records now, you’ll always know where to find crucial information when you need it most. In this session, we'll guide you through easy, practical tips for organizing your personal documents.

Register today: https://hbecpa.zoom.us/webinar/register/1617525898325/WN_00egC75fSUOPy4xxvtOXXA

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

The Difference the Right Financial Advisor Makes | Dimensional A financial advisor can provide the perspective investors need to look beyond the ups and downs of the market.