What does the Federal Reserve’s balance sheet announcement mean for you? 3 key Fed meeting takeaways
September 20, 2017
Joe Heider, president of Cirrus Wealth Management, is included in James Dennin’s Mic.com article discussing the Fed’s announcement to shrink its balance sheet. “The market may react in a short term knee-jerk reaction, but I think ultimately it’ll be a slow glide path and one that will have very little impact over the market over any extended period,” he says.
Don’t Worry, There’s Still Time to Undo the Money Mistakes You Made This Year
September 15, 2017
Nancy Mann Jackson of Grow features Joe Heider, president of Cirrus Wealth Management, in an article discussing money moves to make for success ahead of 2018. “If you have a health savings account, money you’ve contributed carries over indefinitely, so don’t worry about rushing to spend it now. Then you can use it toward your deductible next year,” he says.
Joe Heider, president of Cirrus Wealth Management, appears on New Day Cleveland to discuss how parents can teach children good financial habits. “Particularly as children get older, they want bigger and bigger items, so if you give them an allowance combined with any gifts that they might get from birthdays and holidays, they can save up for that big item that they want. They have to earn that money through allowances and decide what they will buy and what they will forego,” he says.
Some closed funds ready to open for business again
September 5, 2017
Joe Heider, president of Cirrus Wealth Management, is included in Ryan Derousseau’s CNBC.com article about investing in closed funds that are being reopened. “When it comes to funds that reopen, clients should go through their 401(k) plan platforms. We may look for those since they were popular in the past, track good records and people want to invest in them,” he says.
The Fed wants to shrink its balance sheet — which could affect your bottom line
August 14, 2017
Taylor Tepper of Bankrate.com includes Joe Heider, president of Cirrus Wealth Management, in an article discussing the Fed shrinking its balance sheet. “The concept behind the Fed shedding bonds is to return to some normalization,” he says.
The Market’s Doing Great and That Has Investors on Edge
July 31, 2017
NerdWallet’s Anna Jackson includes Joe Heider, president of Cirrus Wealth Management, in an article discussing why a bullish market can cause investor concern. “We’re far enough into this administration at this point that if things don’t move forward, it could be a catalyst for a market pullback,” he says.
Why the Red-Hot Stock Market Could be Close to a Cooldown
July 31, 2017
Joe Heider, president of Cirrus Wealth Management, is included in Martha White’s NBC News article discussing whether the markets are poised for a pullback. Heider is quoted when pointing out the last time the market had a significant pullback was in 2011 and that there is a reasonable expectation for a correction.
How Americans Can Reverse Their Biggest Retirement Savings Regret
July 7, 2017
Joe Heider, president of Cirrus Wealth Management, is included in Rebecca Lake’s U.S. News & World Report article discussing managing risk taking for those who are behind in saving for retirement. “When the market declines, someone who’s risk-averse may abandon their strategy altogether, and unless you’re comfortable with your asset allocation, taking risks with your investments is less likely to pay off,” he says.
This financial adviser’s client shoved him against a wall when he brought up his gambling
June 28, 2017
Joe Heider, president of Cirrus Wealth Management, is featured in a MarketWatch.com article by reporter Morey Stettner detailing a challenge he faced with a difficult client. Heider noticed unusually large withdrawals from his clients account. In an attempt to save his client from bankruptcy, he confronted the client, which led the client to become physical. “The takeaway is to become more assertive earlier when I see signs of trouble,” Heider says.
Joe Heider, president of Cirrus Wealth Management, is featured in Alex Coppola’s Wall Street Journal article detailing his experience as a financial advisor and working with small businesses. “Advisors should feel empowered, not threatened, by the experience of those around them and utilize it to best serve the needs of their clients,” he says.
Joe Heider, president of Cirrus Wealth Management, is included in Debbie Carlson’s U.S. News & World Report article discussing the positive performance among emerging markets. Heider compares emerging markets to U.S. market when saying, “They’re a great value versus U.S. equities at this point.”
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