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Today’s article is simple, straightforward, and eye-opening. When I started in this business one of the most interesting observations was how different the route to wealth was for each of our [...]

Last week I made the case for why you should start your financial journey with a holistic advisor. Today, let’s briefly talk about how to find the right holistic advisor and why your deeply held [...]

Today, I’m here to shed light on the term Financial Advisor and perhaps convince you to seek out a generalist advisor as your first stop on your financial journey. Since joining this industry two [...]

Hello, thanks for joining! We will be publishing articles on our site and through social media from time to time.  Our mission for this blog is to educate and engage. A little bit about me: My [...]

Joe Heider, president of Cirrus Wealth Management, appears on Yahoo! Finance “Midday Movers” to discuss current U.S. and China trade tensions, and if it’s a trade war yet. “It depends on what [...]

Joe Heider, president of Cirrus Wealth Management, appears on Yahoo! Finance “Midday Movers” to discuss the Dow’s significant drop. “I think it’s a bit overdone. We get lulled into these times [...]

Joe Heider, president of Cirrus Wealth Management, appears on a Bloomberg Radio podcast to discuss market outlook. “The markets are apolitical in general, but any piece of political news that has [...]

Paul La Monica of CNN Business includes Joe Heider, president of Cirrus Wealth Management, in an article discussing the Dow’s plunge and tech stock sell off. “The selloff is healthy. Since the [...]

Joe Heider, president of Cirrus Wealth Management, is included in Martha White’s Money magazine article discussing books that will bolster financial knowledge. “Your Money or Your Life offers a [...]

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing how to prep your portfolio in the fourth quarter. “This year, the [...]