Answers & Observations

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.

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.