Hegarty Investment Logic

04/16/2025

Be sure you understand the options for your 401(k) plan when leaving your job.

04/07/2025

At Hegarty Investment Logic, Estate and Retirement planning is just part of the service we provide, at no additional cost to your portfolio. Call us to learn more.

As client expectations evolve, estate planning is no longer an afterthought for financial advisors.

04/04/2025

Better news than we expected! The US economy is truly coming off of an amazing run. Hope we can get it back on track, keep it moving forward.

The surprise jump in hiring did little to cheer investors after Thursday's historic selloff, with analysts already saying last month's data reflects an economic reality Trump has upended.

03/19/2025

Especially now in stressful markets...RIAs make sense.

An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow them to recommend a broader range of financial products and strategies, which may align more closely w...

02/11/2025

Good information for the week in markets

The latest issue of Market Week is available.

01/08/2025

Investors should consider making New Year's resolutions to lead a healthier investment life in the coming year.

12/06/2024

As the year comes to a close, it's crucial to be aware of the important deadlines regarding required minimum distributions (RMDs)With this in mind, we have put together an overview of these deadlines and their requirements. Swipe through to learn more.

Need help planning your RMD strategy? Our team is here to assist you in navigating these requirements.

12/02/2024

The holiday season is here, and it's easy to get swept up in the excitement of gift-giving, decorating, and celebrations. With this in mind, we have put together some practical budgeting tips to help you enjoy the festivities and decrease stress over finances. Swipe through to learn more.

And as always, if you need personalized financial advice, our team is here to assist you. Contact us today to start the conversation!

11/28/2024

From our families to yours, we extend our warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy.

Our office will be closed on Thursday, November 28, and Friday, November 29, but we'll be back and ready to serve you on Monday, December 2.

Enjoy the holiday!

11/21/2024

Did you know Small Business Saturday was created by American Express in 2010 to encourage more local holiday shopping? Since then, it has grown into a powerful movement supporting our communities.

To support this initiative, we have gathered some important information to showcase the scope of Small Business Saturday’s impact. Swipe through to learn more.

We hope that you will join us in shopping small and supporting your local community on Saturday, November 30, 2024!