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Market Update and Outlook

Market Update and Outlook        December 2023

Market Update and Outlook November 2023

Mission Accomplished? Is the Fed done? Check out Demel’s latest as he gets into the market and all the latest with inflation. You won’t want to miss this month’s outlook- is there a shift coming?

Market Update & Outlook October 2023

As we closed out the month of October, it’s a good time to review how the financial markets performed over those 31 days and look ahead to what November may bring. In this month’s video, I will discuss two important questions on the minds of many investors: 1) Is the national debt at its current levels unsustainable? and 2) What economic factors or market developments would need to occur to put a stop to the ongoing correction we’ve seen over the past few months? Tune in to get my thoughts on these pressing issues and how I think they may affect your investments in the weeks and months to come.

Financial Education

Financial Education – The Effects of War on the Markets          

With news out of The Holy Land and Ukraine dominating headlines lately, I’m sure many of you have concerns about how ongoing geopolitical conflicts might impact your investments and long-term financial goals. In this month’s Financial Education Video, I want to help provide some perspective on how the markets have historically responded both during and after periods of war.  As a financial planner, I believe having insight into these market cycles can help alleviate worries. Join me as we explore a short history lesson and how you can potentially benefit in unexpected ways. I’m hopeful that you will feel more confident about maintaining progress toward your objectives, even in uncertain times.

Financial Education  – Bonds Oct 2024

BONDS 101: Knowledge is the key to financial success, and I’m here to empower you on your investment journey. Let’s dive deeper into the world of bonds and unlock the potential they hold. In this month’s Financial Education Video, we’ll delve into the fundamentals of bonds, exploring what they are, how they work, and whether they can be a valuable addition to your investment strategy. So, let’s get started!

Financial Education  – Long Term Care        

Demel discuses the three big questions you need to evaluate about long term care. 1. Why do you need to plan for it? 2. How much does it cost? 3. What are some of your options to pay for it.

Financial Wisdom

Financial Wisdom – What’s Your Favorite Thing?

What’s YOUR favorite thing at the Holidays? Is it your mom’s famous cookies? A family tradition? Singing Carols? Giving Gifts? Maybe you have a favorite Christmas movie? Tune in to our last video of 2023 to hear about one of Demel’s “Favorite Things” at Christmas- and it isn’t, “bright copper kettles and warm woolen mittens” as they say in the well-known Christmas song, “My Favorite Things”. However, it is something that is well known among many and can teach all of us a very important lesson about life. Happy Holidays everyone and wishing you a blessed New Year!

Financial Wisdom  – 5 Biblical Principles

 Managing your finances is something we can hopefully agree that we all strive to do well. But, are we going at it the right way ? In this month’s Financial Wisdom Video, learn a little bit more about how managing your finances from a Biblical perspective of being a steward of those resources instead of an owner can change the way you invest, save, and spend the financial gifts that you have been given.

Financial Wisdom – What is Wealth?

The way that people view things is often a bit different, that’s what makes us all unique. When it comes to wealth and what defines it, the differences remain evident. Do generational differences or societal influences determine how you define wealth?

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+1 407-878-7275

demel@myheartwood.com
brian@myheartwood.com

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