Hancock Partners Wealth Strategies

06/24/2026

Mid‑year is an ideal time to step back and check in on your finances. Income, spending, investments, taxes, and goals can all shift during the year—and small adjustments now may help avoid bigger surprises later.

Our mid‑year review infographic walks through key areas to revisit so you can see what’s on track and what may need attention.

If you haven’t done a mid‑year check‑in yet, now is a great time: https://oncehub.com/byronhancock

06/23/2026

📈 What’s really driving markets right now?

This week’s Market Commentary explores Fed Chair Kevin Warsh’s first policy meeting, how AI and infrastructure investments are supporting growth, and why oil prices remain surprisingly resilient despite ongoing geopolitical uncertainty.

Get insights into what these trends could mean for investors and the broader economic outlook.

👉 Read more: https://www.hpwealthstrategies.com/weekly-market-commentary

💬 What are you watching most closely right now—the Fed, economic growth, or oil prices?

06/22/2026

“Do I know where my retirement income is coming from this year—and has anything changed since my last review?”

Retirement income often comes from multiple sources, and those sources can shift over time. An annual review can help you stay informed and avoid surprises.

If it’s been a while since you reviewed your retirement income sources, let’s walk through them together: https://oncehub.com/byronhancock

06/19/2026

Long‑term care is now the top retirement concern for many Americans—yet fewer than one‑third have planned for it. At the same time, long‑term care insurance premiums have increased significantly over the past few years, making timing and options more important to understand.

This article looks at why premiums are rising, what to consider before buying a policy, and how long‑term care planning fits into a broader retirement plan.

If long‑term care is something you’ve been putting off, a conversation now may help bring clarity around your options.

Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2

06/19/2026

Today we recognize Juneteenth—a day of reflection, freedom, and progress. We honor its significance and the continued journey toward equality.

Please note: Our office and the markets are closed today.

06/17/2026

Mid year is a great time for retirees to do a simple cash flow check in.

Start by reviewing your income sources, then compare your spending to your plan. Look at withdrawals, emergency reserves, and any upcoming expenses.

It’s also helpful to revisit taxes, healthcare costs, and your personal goals—these can shift as the year unfolds.

If you’d like to review your own cash flow situation, I’m here to help walk through the key considerations.

Schedule a conversation: https://tinyurl.com/yrr7em6b

06/17/2026

The IPO market could be heating up again—especially with big AI-driven companies preparing to go public. 📈

But IPOs aren’t always smooth in year one. Understanding how they work can make all the difference.

👉 Read more to get a clear, confident perspective.
💬 Are IPOs on your radar right now?

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

06/15/2026

“As a couple—especially as an LGBTQ+ couple—do our legal documents actually reflect our relationship and wishes today?”

Life changes, laws evolve, and documents can fall out of date. Reviewing items like beneficiary designations, powers of attorney, and healthcare directives can help ensure your relationship and intentions are clearly documented.

If you’re unsure whether your documents still align with your life today, let’s review them together: https://oncehub.com/byronhancock

06/12/2026

If you're retired and considering investing for the first time, understanding the basics can be helpful.

Our new blog explores key concepts, risk considerations, and what to think about before getting started: https://www.hpwealthstrategies.com/blog/essential-investment-basics-for-retirees-starting-fresh

06/10/2026

Mid‑year is a smart time to pause and review your charitable giving.

Whether you support local organizations, national causes, or plan year‑end gifts, thoughtful planning can help ensure your giving aligns with both your values and your broader financial picture.

Our latest infographic outlines mid‑year philanthropic giving strategies to consider now—before the year gets away from you.

If charitable giving is part of your plan this year, don’t wait until December to review it.

Schedule a conversation to walk through your options: https://oncehub.com/byronhancock