T Heller Financial Services

07/22/2026

I’m sharing LPL Research’s 2026 Midyear Outlook — a perspective on how policy, AI, and global events are shaping markets right now.
Take a look and let me know what stands out to you.

Stocks held. Now what? LPL Research's 2026 Midyear Outlook covers policy shifts, AI returns, and Fed leadership — and what they mean for your portfolio.

07/10/2026

Click the link below to give Tom and Andy Heller a nomination!! If you scroll down to our categories, we are up for Best Financial Advisors and Best Financial Planning Office. Write us in or click where you see our names to nominate for voting! Thanks

Check it out now!

05/28/2026

This month's chart is thanks to past Fed Chair Alan Greenspan, who tracked men's underwear sales as a proxy for consumer confidence. What do you think the new Fed Chair will watch?

05/01/2026

We love our friends over at Little Lion Cuts and how much they make everyone feel at home. It takes a village, and we are proud to be a part of something great happening right here in our community. If you haven't already, please check them out!!

04/29/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

04/15/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

04/13/2026

This is what it is all about, if you do not feel this way about your current advisor, reach out.


"Thank you for always keeping us current on all things regarding our investments. Your updates help keep me informed and always reduce any thoughts or concerns about my investments that may arise in an area that can feel overwhelming at times. Thank you for being clear and explaining the current situation in a thoughtful and professional manner. Much appreciated!"

Krystyna H.

1) This statement is a testimonial by a client of the financial professional as of 03/25/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

04/10/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

04/04/2026

Final Four Financial Habits 🏆💡

We're down to the Final Four, and it's time to focus on the habits that help you keep that Champion’s Mindset. Consistent saving, continuous learning, disciplined investing, and proactive financial reviews are the cornerstones of success. Just like the teams on the court, it's about dedication and ex*****on. Are you ready to take your financial game to the championship level?

03/26/2026

The MVPs of Financial Success 🍀💼

As the tournament heats up, we're heading into the Sweet Sixteen. In finance, your core strategies are a key part of your game! From research to a coordinated approach, these strategies are your most valuable players. Which financial play is your go-to?