Investments

June 9, 2017 / Craig Eppler

What is Smart Beta?

If you have opened a Bloomberg magazine, read a Financial Times article, or turned on CNBC, chances are you have come across Wall Street’s newest invention: smart beta. Smart beta […]

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Estate Planning

May 11, 2017 / Peter K. Hoover

7 Estate Planning Mistakes to Avoid

Earlier this week, HFA hosted our first Lunch & Learn event of 2017.  The topic was the 7 Estate Planning Mistakes to Avoid presented by speaker Douglas Kaune, Esquire. Doug is […]

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Taxes

April 27, 2017 / John J. Furey

Basics of U.S. Gift Taxes in 2017

A client recently asked what changed for gift tax returns and estate taxes due to the Tax Cuts and Jobs Act? Gift Tax Exclusions You need to file a gift […]

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HFA News

March 30, 2017 / Kelly Hoover

Schwab Cybersecurity Resources

Clients often ask us about the security policies for different vendors we use at HFA.  With mainstream news sources reporting frequently on cybercrime, it’s understandable that you may be hesitant […]

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Retirement Planning

March 16, 2017 / Peter A. Scilovati

A Summary of Spousal Social Security Benefits

Many of our clients struggle to understand the spousal options of Social Security benefits.  Here are some clarifications we hope will help answer some of your questions:  A Social Security […]

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Investments

March 2, 2017 / Timothy Grove

Portfolio Rebalancing- The Hows and the Whys

Because portfolio rebalancing affects all HFA clients, it merits an in-depth discussion.  As our clients know, we do not believe in “market timing” or in making investment decisions based on […]

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Investments

January 20, 2017 / Thomas Balis

What does ESG investing mean?

A client recently asked me, “What kind of socially responsible investment choices does HFA make available for clients?”  My initial response was something like, “What does socially responsible investing mean […]

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