Hancock Partners Wealth Strategies

10/14/2026

Have you taken the simple steps needed to help protect your legacy?

Estate planning doesn’t have to be complicated. Taking a few key steps today may help make things easier for the people you care about tomorrow.

In our latest carousel, we break down Estate Planning Made Simple in 5 Easy Steps.

Whether you're retired, approaching retirement, part of a same-sex couple, or simply want greater clarity around your legacy, a thoughtful estate plan can help ensure your wishes are clearly documented and understood.

Ready to discuss how estate planning fits into your overall financial plan? Schedule a conversation: https://oncehub.com/byronhancock

10/13/2026

Markets move quickly, and headlines don't always tell the full story.

Each week, I share timely insights from LPL Research to help provide context around market activity, economic trends, and key developments that may affect investors.

Taking a few minutes to stay informed can help you make more thoughtful financial decisions.

Read the full Weekly Market Commentary: https://www.hpwealthstrategies.com/weekly-market-commentary

10/09/2026

Could a charitable gift annuity fit into your giving and income strategy?

A charitable gift annuity may allow you to support a cause you care about while also receiving income payments. Understanding how these arrangements work can help you evaluate whether they align with your financial and philanthropic goals.

Follow us for more insights on retirement planning, wealth management, and charitable giving strategies.

Consider a charitable gift annuity to support a charity while receiving income during your.

10/06/2026

Financial planning isn't one-size-fits-all.

Join us for a complimentary educational workshop exploring key financial planning considerations for LGBTQ+ individuals and couples, including retirement planning, estate planning, healthcare directives, legacy planning, and other important topics that may impact long-term financial well-being.

Hosted at The Center in Palm Springs, this educational event is a great opportunity to learn, ask questions, and connect with others in the community.

Feel free to bring a spouse, partner, friend, or family member to attend with you.

Hosted at The LGBTQ Community Center of the Desert by Kevin Healy with Goldman Sachs and Byron W. Hancock, CFP®, AIF® of Hancock Partners Wealth Strategies.

📅 November 5

🕓 4:00 - 5:00 PM

📍 The Center Palm Springs

Reserve your spot today: RSVP Registration https://forms.cloud.microsoft/r/x2qa71d4JZ [https://fo...x2qa71d4JZ]

10/05/2026

What happened in the markets, economy, and financial landscape last month?

Our latest infographic highlights key headlines and trends that may be worth understanding as you make financial decisions.

Staying informed is an important part of long-term financial planning, but headlines alone rarely tell the whole story. Taking time to understand the broader context can help you make more thoughtful decisions about your financial future.

If you'd like to discuss how current events may relate to your retirement, investment, or wealth management goals, I'd be happy to connect.

📅 Schedule a conversation: https://oncehub.com/byronhancock

10/02/2026

Property taxes can be an overlooked expense in retirement planning. As home values rise across many parts of the U.S., some retirees are exploring whether relocating could help reduce ongoing housing costs.

This article looks at several countries where real estate prices and property tax rates may be lower than what many Americans are accustomed to paying.

If you're evaluating where and how you'd like to spend your retirement years, understanding the long-term impact of housing expenses is an important part of the conversation.

Moving overseas is one solution to the growing disadvantage of U.S. property taxes. Here are four countries with lower real estate prices and property tax rates.

10/02/2026

Every financial advisor has a story. Here's mine.

In this short video, I share the personal experiences that shaped my perspective on money, family, and the importance of thoughtful financial planning.

From lessons learned growing up to moments that changed the course of my life, these experiences continue to guide the way I serve clients today.

If you'd like to learn more about how we help individuals, businesses, and families plan for the future, let's connect.

Schedule a conversation: https://oncehub.com/byronhancock

10/02/2026

Every financial advisor has a story. Here's mine.

In this short video, I share the personal experiences that shaped my perspective on money, family, and the importance of thoughtful financial planning. From lessons learned growing up to moments that changed the course of my life, these experiences continue to guide the way I serve clients today.

I hope you'll take a few minutes to watch.

If you'd like to learn more about how we help individuals, businesses, and families plan for the future, let's connect.

Schedule a conversation: https://oncehub.com/byronhancock

09/30/2026

Retirement isn't just about how much you've saved. It's also about how you manage cash flow once the paychecks stop.

Understanding your income sources, spending needs, taxes, and withdrawal strategies can help you make more informed decisions throughout retirement.

A thoughtful retirement income plan can help you evaluate key considerations and adapt as life changes.

If you'd like to discuss your retirement income strategy and overall financial plan, schedule a conversation: 📅 https://oncehub.com/byronhancock

09/29/2026

📈 Higher interest rates, geopolitical uncertainty and AI investment concerns have added to the market's growing "wall of worry."

While these factors may create short-term volatility, strong earnings and a resilient economy continue to support a constructive long-term outlook.

🔗 Read this week's market commentary to learn more about the risks, opportunities and trends shaping today's market environment.

https://www.hpwealthstrategies.com/weekly-market-commentary