Hearn Wealth Management LLC

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From Boats to Brokers From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Stay ahead this year with this handy Personal Finance Calendar.

Hearn Wealth Management LLC The planning process at Hearn Wealth Management LLC with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your tolerance for risk. In the face of such factors as changing economic conditions, market swings, and political de...

When was the last time you looked at the content of your portfolio? Steps to consider here.

Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

How Often Should You Update Your Estate Strategy? Review your legacy approach regularly, particularly following significant life events or legislative updates.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The planning process at Hearn Wealth Management LLC with an in-depth evaluation of your current financial situation. Once we`ve established your overall objectives, we`ll focus on your tolerance for risk. In the face of such factors as changing economic conditions, market swings, and political de...

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

How to Conquer the World - 5 Financial Strategies for Savvy Single Women Learn more about women taking control of their finances with this infographic.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Advantage Plans (Medicare Part C) Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Buying vs. Leasing a Car Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.