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Are We “Shovel-Ready”?

May 23, 2017

A famous line of dialogue came from the 1989 film “Field of Dreams”: “If you build it, he will come.” Perhaps the quote endures because of its inherent irony — it’s not always true. In fact, during the Obama Administration, there was an unfortunate lesson best illustrated by paraphrasing this quote: “If you fund it,…

The Fiduciary Standard: What It Means

May 16, 2017

Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly expanded definition of fiduciary investment advice is scheduled to go into effect June 9, 2017.1 The rule holds certain financial professionals to a fiduciary standard…

Kiplinger: Your Magic Retirement Number? How Much You'll Spend

May 3, 2017

Your retirement plan is meaningless unless you can pinpoint how much you’ll need to live the life you want. Remember the old ad campaign in which everyone was literally carrying around his or her retirement number? One guy had his with him as he rode a bike. Another carried his as he jogged. A married…

Thought for the Week: Becoming Comfortable With Uncomfortable Investments

May 1, 2017

BUY LOW, SELL HIGH The adage to “buy low and sell high” sounds like an obvious path to building a large nest egg. The premise is as simple as it gets. All that is required is to buy stocks cheap, sell them when they become expensive, and repeat until rich. The problem is that executing…

Thought for the Week: Should Investors Sell All Their Bonds?

April 10, 2017

THE COMING BLOODBATH It seems as if we cannot go a day without hearing about the impending destruction of the bond market as interest rates continue to move higher. I have lost count of the number of email newsletters I have received warning that it will be a “bloodbath” in bonds. Let’s quickly run through…

Thought For The Week: The Amazing Power of Dividend Growth

April 4, 2017

DIVIDEND PAYING STOCKS DOMINATE Those who own stocks that pay dividends have voiced concern over the volatility experienced over the last few months, and some have even asked if they should move out of them until things calm down a bit. Before we discuss the merits of such a strategy, let’s get a sense of…

Thought for the Week: Should Investors Consider Going Passive?

March 29, 2017

Should Investors Consider Going Passive? The decision to either actively or passively invest remains one of the longest running financial debates. The media has recently amplified the drama by televising regular stand offs between those for and against active management that rival the crudeness and civil disobedience witnessed in last year’s presidential debates. Click to…

Kiplinger: Are You Ready For Retirement?

March 21, 2017

By Ken Heise Retirement is a huge transition, much like getting married or having kids. And just like those other life events, it takes preparation. Financial professionals tend to focus all their attention on the money side of things. (It’s what we’re paid for, after all.) But the people who are typically the most successful…

Happy Thanksgiving!

November 23, 2016

Heise Advisory Group will be closed for the Thanksgiving Holiday on Thursday, November 24th and Friday, November 25th. Normal office hours will resume on Monday, November 28th.  Happy Thanksgiving! Have a safe and wonderful weekend!

Gratitude 365

November 22, 2016

Healthier, More hopeful, Improved Sleep Quality, Increased Self Esteem, Increased Helpfulness and Empathy, Increased Resilience… I imagine most of us could use a bigger dose of at least a few of these things. Guess what it comes from…GRATITUDE—scientifically proven benefits from the active practice of gratitude*. This is the time of year we talk about…

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