Stephen Humphrey, Lincoln Investment

08/11/2023

We proudly offer a range of products and services to help our clients achieve their financial goals. With a focus on building long-term relationships, our firm offers financial planning, investment management, and retirement planning.

By combining expert knowledge with a personalized approach, our team works to create customized solutions that meet the unique needs of each client.

When you're ready to get started, we're here to help. Visit us online for more.

At Humphrey Wealth Management, our advisors design comprehensive strategies to unify all areas of your financial life. Our plans are anchored in your best interests, and every solution strengthens the next.

08/08/2023

We are a trusted firm that is dedicated to providing our clients with personalized financial advice and guidance. We believe that every client is unique and deserves a tailored approach to their financial planning.

Our comprehensive services, which range from wealth management to retirement planning, offer clients peace of mind as they navigate the complex world of finance.

Visit us online for more information.

Clients of Humphrey Wealth Management enjoy personalized planning. Having amassed over 35 years of experience, our advisors specialize in simplifying the complexities of our clients’ financial lives. Backed by the resources and reputation of Lincoln Investment, a leading broker/dealer, we provide ...

08/05/2023

The rise of artificial intelligence (AI) has fueled concerns that robots will one day replace human jobs. However, human ​advisors will be around for a very long time.

This is because there are certain aspects in the field of finance, such as trust, empathy, and personalization that AI cannot fully emulate. Financial advisors continue to play a critical role in building meaningful relationships with clients and providing personalized financial planning and investment services that AI cannot replicate.

As advancements in AI continue to evolve, financial advisors need to learn how to incorporate these technologies into their businesses to enhance their services and remain competitive.

AI seems more likely to offer advisors ways to enhance their practice, rather than interrupt it.

08/04/2023

An independent financial adviser is a professional who offers unbiased financial advice to clients.

They differ from other advisers in the sense that they are not tied to any specific financial institution or product, allowing them to provide objective guidance to their clients.

Clients who work with independent advisers can rest assured that their recommendations are tailored to their unique financial needs and goals, rather than influenced by external factors such as commissions or incentives.

Learn about the pros and cons of working with an independent financial adviser

08/01/2023

The current economic conditions have prompted investors to seek out new investment strategies to combat market volatility and uncertainty.

The article suggests that diversification through asset allocation may provide a prudent approach to weathering market turbulence. Experts recommend a balanced portfolio consisting of a mix of stocks, bonds, and other assets to minimize risk and maximize returns.

Moreover, regularly rebalancing the portfolio and staying committed to long-term goals can help investors stay on track and achieve their financial objectives.

Use our guide to find the best investment strategy based on your goals, time horizon and tolerance for risk.

07/11/2023

More and More I am finding Clients need
to know the difference between a Plan and a Strategy

07/11/2023

ICYMI: Are you looking for information on wealth management? How about advice for game-changing gifts to higher education? If so, please look no further than this Forbes article. Forbes listed its five gifts to give to higher education institutions. Spreading your dollars wisely would be a good first step!

The billions of dollars donated to colleges and universities this year will support everything from training nurse practitioners and mental health workers to climate research.

07/10/2023

Lifestyles choices, job changes, and economic trends may affect retirement. What's your approach?

Investment tools and strategies that can enable you to pursue your retirement goals.

07/08/2023

Your retirement doesn't have to be complex and difficult. Aside from a savings account or two, you can create a retirement income distribution plan. The right retirement income distribution plan's just as critical as the best savings account in the business. Here's the No. 1 reason why.

Designing a strategy to efficiently use your retirement savings is a critical step on your retirement planning journey to maximize your income and ensure a long-lasting retirement.

07/08/2023

Look — retirement isn't the most exciting process in the world. But, if you create a retirement income driven by cash flow, you can save yourself a headache. Here's how to make a top-notch retirement income. Why not begin by estimating your specific income needs based on your anticipated retirement lifestyle?

Using a combination of dividends and structured notes in your retirement portfolio can offer liquidity, income and risk mitigation.

06/12/2023

Sorry We All Lost You
Michael, Rest In Peace

View Michael Carmine Perrone's obituary, send flowers and sign the guestbook.

06/09/2023

When do IRA and employer-sponsored retirement funds have to pay taxes?

Traditional IRAs and most employer-sponsored retirement plans are tax-deferred accounts, which means they are usually funded with pre-tax or tax-deductible funds.

As a result, taxes are due once funds are withdrawn, usually in retirement.

Here is everything you should know about IRA and employer-sponsored retirement funds

With traditional IRAs and most employer-sponsored retirement plans, taxes are not payable until funds are withdrawn.