Blog2023-07-21T08:58:24-07:00

Heintz Wealth Management Blog

What Is Dollar Cost Averaging and Why It Doesn’t Work in Retirement

By |May 7th, 2022|Categories: Financial Planning, Investment Management, News|

When markets are down, there are two types of investors. Those licking their wounds and those licking their chops. If you are in the former category, seeing your portfolio right now might be painful. If you're licking your chops, you understand the recent gains were only on paper. You still believe stocks over time will [...]

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Newsworthy items

By |July 7th, 2021|Categories: Financial Planning, Investment Management, News|

Outside of doing what you can to be your best financially, there are other factors that can steer you in a different direction. Covid-19 would be the most recent example. Here are a few other items below. We're having conversations with you and other experts to see what updates we should consider in your plan [...]

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Creating Purpose From Excess

By |September 23rd, 2020|Categories: Financial Planning, Life Event Planning|Tags: , , , |

On any given July morning, you would normally find me up at 5am with coffee watching the Tour de France. The tour usually starts early in the month, goes for 21 stages, and lasts most of July. Not since World War II has the tour ever been cancelled or postponed. This year, the Tour was [...]

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