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Harvesting Financial Lessons

Thanksgiving offers more than just family gatherings and meals—it encourages reflection on finances with gratitude. The holiday can inspire better financial habits, such as managing holiday expenses wisely and practicing mindful spending.

HIP Q4 2024 Outlook

Any honest assessment of 2024 YTD must begin with the apprehension surrounding the beginning of this year. In the ensuing nine months, only a fraction of fears has been allayed, yet equities have paraded higher

Q3 Fiduciary Hot Topics

President Biden released his budget proposal for fiscal year 2025 on March 11, 2024. The budget includes several retirementrelated proposals targeted at “high-income taxpayers” (HITs),

THIS Moment in Time

No shortage of ink has been committed to a “moment!” Hundreds of songs, Bible verses, and historical anecdotes admonish us to seize the day, savor the moment, or be still so one can know what to do in the moment. The media constantly tells us to live in the moment.

How Much Do You Know About Target Date Funds?

Financial planners who conduct pension consulting have been pointing out that you can find yourself in trouble when you reach retirement if you’re saving without a goal. Many people have been saving for retirement without taking the time to figure out how much they’ll need when they eventually retire.

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Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.

Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

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