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Why the Street Shrugged Off Bank Earnings

Joe Heider, president of Cirrus Wealth Management, is included in Evie Liu’s Barron’s article discussing bank stock performance amid earnings season. “The banks have been over performing for [...]

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DOL Fiduciary Rule Ambiguity Mustn’t Derail Quality Client Service

Joe Heider, president of Cirrus Wealth Management, is featured in John Manganaro’s PlanAdviser article discussing how the firm has navigated the DOL fiduciary rule. “Part of what has helped us [...]

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Financial Industry Celebrates, Mourns Fiduciary Rule Decision

Chris Robbins of Financial Advisor includes Joe Heider, president of Cirrus Wealth Management, in an article discussing the implications of the DOL news about the fiduciary rule. “No matter how [...]

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Cirrus Wealth Management President Joe Heider talks Equities

Joe Heider, president of Cirrus Wealth Management, is featured on a TD Ameritrade Network “Morning Trade Live” segment discussing market outlook and what economic and geopolitical factors could [...]

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The Big Mistake You’re Making With Your HSA

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing how savers should consider the timeline for their HSA savings. [...]

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How does CD laddering work when inflation is rising?

Joe Heider, president of Cirrus Wealth Management, is included in Amanda Dixon’s Bankrate.com article discussing laddering CDs for the short-term. “Laddering makes sense, but as a conservative [...]

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This Mental Block Costs Income Investors

Rebecca Lake of U.S. News & World Report includes Joe Heider, president of Cirrus Wealth Management, in an article discussing investing needs versus wants for retirement. “The advantage of [...]

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U.S. Stocks Pare Gains After Mueller Probe Indictment

Joe Heider, president of Cirrus Wealth Management, is included in Michael Wursthorn’s article in The Wall Street Journal discussing the data points driving investors to buy in today’s [...]

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Channel 19 WOIO

Joe Heider, president of Cirrus Wealth Management, returns to Channel 19 WOIO to discuss recent market volatility. “In any bull market, we always have some corrections. They’re healthy, they take [...]

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The Right Way to Launch a Kid

Joe Heider, president of Cirrus Wealth Management, is included in Sarah Max’s AARP article discussing how to set children up for financial success. “If you lend money to buy a home your son or [...]