HWM Insights

04.14.25 -- "Doing well with money has little to do with how smart you are and a lot to do with how you behave." — Morgan Housel, The Psychology of Money Markets are emotional. The temptation to... >>

04.09.25 -- Tax week is crunch time for entrepreneurs. It's when receipts get dug up, spreadsheets get triple-checked, and emails fly between the CPA, the bookkeeper, and maybe a stressed-out spouse. But beneath the... >>

04.03.25 -- The first quarter of 2025 reminded investors how quickly sentiment can shift—and April 3rd reinforced that in a big way. After the administration announced a broad new tariff plan, markets... >>

03.31.25 -- If you're a business owner thinking about retirement or a future exit, recent market headlines may have you second-guessing the timing. But volatility doesn't have to derail your plans—it can be a... >>

3.24.2025 -- The Federal Reserve held interest rates steady again in March, and while markets continue to debate when and how quickly cuts might come, one fact remains: cash is still earning real yield. Many... >>

3.12.2025 -- If your business is thriving, expansion may be the next step. Growth requires capital, and the way you finance it can shape long-term success. The challenge isn't just raising money—it's finding... >>

2.26.2025 For business owners and professionals, valuation isn't just a number—it's a decision-making tool. Whether you're growing a company, investing in the markets, or planning for the future, understanding... >>

2.18.2025 -- This week, the S&P 500 hit another record high (6,129.58), while the Dow and Nasdaq inched higher. The rally continues, but inflation ticked up, and retail sales posted their biggest drop in two... >>

2.13.2025 -- The Trade Desk (TTD) saw a sharp decline, dropping 33% in a single day following its Q4 2024 earnings report. The stock is now down 40% from its 52-week high, a significant shift for one of the leading... >>