Welcome to A Better Divorce podcast, where we have conversations about the emotional, financial, and legal issues that are on your mind or should be on your radar if your goal is to keep your divorce out of court.

Only three weeks ago, investors trembled on the news that Silicon Valley Bank and Signature Bank had failed, while Credit Suisse, founded in 1856, was sold for pennies on the dollar to UBS.

Wealthspire Advisors LLC, an NFP company and independent investment adviser, today announced a signed agreement to purchase Heron Financial Group, LLC dba Heron Wealth, a New York City-based wealth advisory firm that manages approximately $300 million in assets.

Yes, there was a financial crisis this past week, nothing like the financial crisis of 2008-2009, nothing like the financial crisis of 1998, when Long Term Capital disappeared overnight.

Over the weekend between September 12th and September 15th, 2008, investment bank Lehman Brothers went out of business, Investment bank Bear Stearns failed earlier in the year on March 16th.

For many successful individuals, approaching retirement represents a significant milestone in life’s journey

We are doing our end-of-the-year webinar, and I decided to title this webinar “2022, The Year of Jumping Sharks.”

Last year, the bank stocks, Facebook, Apple, Amazon, Netflix, and Google led the way, staggered a little bit in January and February, and rallied back in March.

Join us for an intimate evening of classical guitar flavored with tango rhythms and jazz harmonies courtesy of Argentinian-born modern classical guitarist Carlos Pavan at the Clara Aich Studio in Manhattan

A tough year to be a stock investor! The closely watched S&P 500 Index is down 9.2% for the month, 4.9% for the quarter and down 23.9% on the year, but is still up 54.5% for the past 5 years.

WeWork introduces Leadership Mastery, a monthly breakfast meeting that addresses the principles and practices of leadership that people can use in their everyday businesses.

It is a very strange economy right now. On the one hand, many economists and bankers are clamoring for a recession, based on the Federal Reserve raising interest rates. On the other hand, the economy, corporate revenues are booming, corporate earnings are booming.

In this episode of Mastering Your Financial Life, Judy Heft interviews David Edwards. David is president and founder of Heron Wealth

Among this year’s awardees is David Edwards, President and Wealth Advisor with Heron Wealth in New York City

If you are recently engaged or considering getting married, you’ve likely considered whether a prenuptial agreement is something you need. While lots of conflicting emotions may come up for you, the fact is that every marriage ends – whether by divorce or death. It’s for this reason that every couple should give serious thought to whether a prenup is right for them.

As a young corporate tax lawyer, I never gave a moment’s thought to portfolios — mine or anyone else’s. October 1987, found me with my head buried in the Tax Code, vaguely aware of market turbulence, blissfully unaware of the consequences.

Inflation in the 70s continued at a high rate for a long period of time and it resulted in stagflation. Eventually, stagflation was only curved by Volcker taking the Fed interest rates really high, which causes a severe recession

Are US investors THAT worried about the economy? Or is carnage from the crypto markets spilling over the stock market?

The financial crisis wreaked havoc on David Edwards’s company…and life. As he watched his firm’s assets shrink by 50%, his endocrine system flew into disarray, and he wondered whether he was cut out for this job, this industry, this world.

Last week, the Bureau of Labor Statistics (BLS) announced that the Consumer Price Index reached 8.3% in April compared to last year. Year-over-year inflation rates have exceeded 5% for more than a year and exceeded 8% for the past three months.

When you hear the word “convert,” you probably think of something other than retirement accounts. Converting that extra room to a recording studio, maybe, or converting an itinerant blog post reader to a client

Randy Kaufman, wealth advisor, recently co-hosted a Webinar with Attorney Shannon McNulty on “Tax Tips for Charitable Giving.”

At present, the NASDAQ is in a bear market, down 22.7% from the last fall’s record level while the S&P 500 is in a correction, down 13.1% from the January record.

Since Heron’s last webinar, it seems that things are going from bad to worse. For starters, do you see any clear indications that we’re heading into a bear market?

In 1966, Economist Paul Samuelsson famously quipped, “The Stock Market Has Predicted Nine Of The Past Five Recessions” Updating Samuelsson's calculation through 2022, we see that the US stock market has correctly forecast 15 of the last 8 recessions.

In my twenties forty years ago, I followed a precise checklist of the things that made a good life: Get a good education, get a good job, get married, start a family, buy a house, start a business, buy a vacation home. By age 50, I had done all those things – and was following step by the step the exact same path my father followed in his generation.

This is the second anniversary of the first webinar I did in the middle of the pandemic. And boy, back then we didn't know anything. We didn't know how to work Zoom, we didn't know how to work remotely

Giving away money is easy. But giving well is hard. Giving in a way that has a real, positive impact — even harder. As Dale Carnegie famously said, “It is more difficult to give money away intelligently than to earn it in the first place.”

Inflation! Rising interest rates! Armies on the move in Ukraine! Growth stocks stumbling! All these factors made for a volatile start to 2022