Heron Wealth
New York City NYC Financial Planners Wealth Advisors & Investment Advisers
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Answers & Observations

Stay up to date with the latest personal finance developments, financial planning advice, investment news and retirement planning tips from our team of certified financial planners and experienced wealth advisors here in New York City.

Replay: Year end fire-side chat with David Edwards and Buff Parham

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To coin a phrase made famous by Britain's Queen Elizabeth II, 2020 has been our "annus horribilis."

David Edwards sat down with Buff Parham to answer questions from our clients:

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  • Pandemic: how do you see the population getting vaccinated over time and how do you see the economy rebounding as a result?

  • None of us will forget 2020 anytime soon…truly a tumultuous year. In your opinion, what is the single most important takeaway that we should contemplate going forward?

  • What do you see happening with inflation, economic growth, and bond yields next year?

  • What is your outlook for the price of oil? What do you think about renewable energy?

  • What industry sectors do you see as recovering early and which ones later? How do you see vulnerable ones, such as travel, hospitality, entertainment, retail, restaurants and real estate on the spectrum of recovery?

  • What long term changes do you see in the economy as a result of the pandemic that could be positive?

  • What about Tesla, Air BNB, Door-Dash, even Bitcoin? Those stocks are all up huge this year-should we buy into those?

  • Given all that we’ve been through this past year, what advice would you offer to a recent college graduate as he/she begins to chair their career in this new environment?

  • What is your surprise prediction for 2021?

    Q&A for 30 minutes

    Presenter: David Edwards, president of Heron Wealth

    Moderator: Buff Parham, president of Parham & Associates

    Q&A for 20-30 minutes

    David Edwards is president and founder of Heron Wealth, which provides financial planning NYC, investment advice and estate planning services to individuals and families across the United States and in Europe.  David graduated from Hamilton College with a concentration in History and Mathematics, and holds an MBA in General Management from Darden Graduate School of Business at the University of Virginia.

    Buff Parham, an honors graduate of Stanford University, spent 35 years in media sales and sales management. During that time, he worked for CBS, ABC, FOX and Univision in Los Angeles, San Francisco, Chicago, Dallas, and New York. He is widely recognized as an outstanding business coach who enjoys solving complex “people” problems.

If you would like to learn more about how we advise our clients, visit HeronWealth.com or schedule a call with me.

Webinar, David Edwards, Good to Know, Investing and MarketsDavid EdwardsHeron WealthYear in Review, 2020, Heron Wealth, US Economy, CoronavirusComment