HENRY & BURNS Private Wealth

10/31/2026

Some things are fun to fear. Your finances shouldn't be one of them. This Halloween, take control of your financial future and keep money worries out of the shadows.

10/30/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you. We can help you turn business equity into lasting personal wealth.

10/29/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/28/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

10/27/2026

To learn more about Medicare planning, visit our website or schedule a consultation: https://bit.ly/3USQK6e

10/26/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

10/23/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

10/22/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

10/21/2026

Doing the right thing for clients is always the right choice.

10/20/2026

Small habits can change your future: consistent investing, mindful spending, and staying focused on long-term goals can add up in powerful ways. What is the one financial habit you are firm on?