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Henry Gorecki CFP HG Wealth Management 2018 3rd Quarter Letter Capitol Hill Featured Image

3rd Quarter 2018 Letter

  Update on the Markets: Index 3rd Quarter 2018 Year-to-Date S & P 500 (Large US Stocks)          7.71%    10.56% Russell 2000 (Small US Stocks)          3.58%    11.51% FTSE All …

Henry Gorecki CFP HG Wealth Management 2018 Year-End Tax Strategies Square

2018 Year-End Tax Strategies

HG Wealth Management: 2018 Year-End Tax Strategies It’s hard to believe that the end of the year is only three months away. With the implementation of the Tax Cuts and Jobs Act (TCJA) late last year, there are a few …

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Roth IRA for your Children or Grandchildren

August 2018 A Summer Treat for your Children or Grandchildren   Now that summer is winding down, and kids are going back to school, it’s a great time to consider a wonderful savings idea for your children or grandchildren: Contribute …

2nd Quarter 2018 Letter

Update on the Markets: Index 2nd Quarter 2018 Year-to-Date S & P 500 (Large US Stocks)          3.43%    2.65% Russell 2000 (Small US Stocks)          7.75%    7.66% FTSE All World …

1st Quarter 2018 Letter

Update on the Markets: Index 1st Quarter 2018 Year-to-Date S & P 500 (Large US Stocks) (0.76%) (0.76%) Russell 2000 (Small US Stocks)         (0.08%) (0.08%) FTSE All World ex US (International Stocks)         (1.13%) (1.13%) Barclays US Aggregate (Bonds)         (1.46%)…

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Q4 Market Commentary: What a Great Year!

HG Wealth Management • 4th Quarter 2017 Letter Update on the Markets: January 1, 2018 What a Great Year! As you see above, 2017 was an incredible year for the stock market. It was a great year to take on …