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.

How to make good financial decisions during a time of insanity - upcoming webinar - 9/13/20 @ 6PM

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Click Here to register:

Here we are in one of the most challenging years that most Americans can remember.

Half the country is on fire - literally! The other half of the country is torn apart by police violence and protester violence.

We have a contested election coming up. The economy is reeling from recession. The unemployment situation has improved in recent months, but 20 million fewer Americans have jobs compared to 6 months ago.

How are we supposed to keep our wits about us and continue to make good financial decisions in this crazy environment?

David Edwards, President of Heron Wealth will talk about what we can learn from history, how we can manage our emotions, and what we're doing for our clients to keep them on the right track with their financial plans.