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Heise Advisory Group In the Headlines


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In the Headlines

The financial professionals at Heise Advisory Group are continually featured
in the media for their knowledge and years of experience.

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Must Read

Check out these articles that Ken has been quoted in.

Don’t Let Unexpected Taxes Diminish Your Retirement Dreams

Good financial advisers spend a fair amount of time harping on the value of solid tax planning — even if their clients might not want to hear it. No one likes to dwell on the idea that they’ll be handing over a large percentage of their nest egg to Uncle Sam every year in retirement.…

Non-Cyclical Stocks and Their Relationship to the Economy

Three pivotal economic events of 2019 were: (1) the prolonged trade dispute between the U.S. and China; (2) the series of three interest rate cuts by the Federal Reserve; and (3) chatter about a possible 2020 recession. It remains to be seen whether a recession is on the way, but if you’re concerned about market…

Market Trends to Watch

Market Trends to Watch The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of finance is fluid, and so are we. As our lives evolve, it’s important to review and sometimes make adjustments to our…

Tax Updates and Reminders

As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA or Health Savings Account (HSA), allow you to continue making contributions up until April 15, 2020, most payroll-deduction plans such as a 401(k) will stop…

Pharmaceutical Roundup: Lawsuits, Legislation and Growth Opportunities

Pharmaceutical Roundup: Lawsuits, Legislation and Growth Opportunities Drug manufacturers and distributors have been in the news lately. Here’s a roundup of some of the biggest headlines: The Opioid Crisis In October of this year, three of the biggest U.S. drug distributors and a drug manufacturer reached a $260 million settlement with two counties in Ohio…

Medicare Update

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare programs. The reality is that Social Security is, by definition, an entitlement program, along with Medicare, unemployment insurance and worker’s compensation. These mandatory programs are funded by…
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What to Do in a Down Market

Check out this 8-page, easy-to-digest consumer guide to:

  • Learn how the S&P 500® has performed through bear markets and downturns since 1928 (it’s encouraging!)
  • Follow these 4 common recommendations to help shore up your financial position in a down market
  • Read the 1 thing that gives 73 percent of investors greater peace of mind

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