Year End Fireside Chat with David Edwards, President of Heron Wealth

David Edwards, President and Wealth Advisor and Buff Parham of Parham Associates presented a webinar Sunday, December 19th at 6PM EST.

Taking Resilience into the New Year

2020 was an absolutely mind-boggling year. As we enter in 2021, we are by no means safe and secure. I would like to tell a personal story about resilience, and what it means for people to thrive in challenging times like these.

David Edwards, Q&A with David Edwards, WebinarDavid EdwardsJanuary 3, 2021Heron WealthResilience, 2020, Coronavirus, Investing, StocksComment

Q&A With David Edwards: What are the best investment vehicles for a young, new investor looking for simple, long-term investments?

I am 27 years old, single, have no kids, and my student loans are being repaid due to my military service. My only expenses are rent and a small number of bills. I have spent the last year saving and reading financial literature and I want to start investing now. What is the most simple and effective way to do so? Ideally I would like something I put a set amount into each month and it grows over time.

Investing and Markets, Q&A with David EdwardsDavid EdwardsSeptember 21, 2018Comment

Q&A with David Edwards: There's a lot of buzz about the next recession

Question: There's a lot of buzz about the next recession. Who knows when it will come, but it will. What smart strategies can I employ now in preparation for a downturn in an economy? What to do, what not to do?

Good to Know, Investing and Markets, Q&A with David EdwardsDavid EdwardsSeptember 12, 2018Comment

Q&A with David Edwards: I recently inherited a portfolio from my father, but I'm inclined to do nothing as dad would have wanted it that way

A common emotion among inheritors is reluctance to change the investment strategy of an inherited portfolio. “If those stocks were good enough for Dad, they’re good enough for me!” In fact, the moment of inheritance is a perfect moment to start over.

Financial Life Stages, Q&A with David EdwardsDavid EdwardsAugust 7, 2018Comment

Answers & Observations