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Category: Newsletter Article

Why the Election Doesn’t Factor Into Our Investment Strategy

The reality is repeating economic and market cycles are the predominant drivers of markets long term, not an election or other discrete event.

Strategies for Gifting Assets to Loved Ones

Here are some general tips on gifting to loved ones that can help you manage or avoid tax reporting issues.

home prices

Is Real Estate Investing a Good Proposition Today?

Real estate investing does not appear attractive right now.

How to Update Your Plan Inputs Each Year

A guide to updating your financial plan inputs for Hesperian’s ongoing planning clients.

Tiller

Tiller: One of Hesperian’s Favorite Budget Apps

We recommend everyone use a budgeting app to track expenses. And Tiller is a great option, especially for those comfortable with spreadsheets.

How I Learned to Stop Worrying and Love Recessions

While we currently think economic risk is high today in the United States, recessions can just as well mean opportunity.

The Truth About Economic News Headlines

GDP growth and jobs reports are commonly reported in the economic news. But these data points have little predictive power for investors.

A Summary of Hesperian’s Investment Views

Beyond our tactical investment views, Hesperian would emphasize how powerful a diversified portfolio can be.

cash management

Better Cash Management: Simplify Your Financial Life

We describe a cash management framework that can simplify your financial life and reduce the number of accounts you have to keep track of.

happy thanksgiving

An Update on Hesperian Giving Back in 2023

An update on how Hesperian Wealth is giving back.

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Hesperian Wealth LLC (HW) is registered as an Investment Adviser with the State of California. It offers investment advisory services in the State of California and in other jurisdictions where it is exempt from registration. Registration of an Investment Adviser does not imply any level of skill or training. Additional information about HW is available on the SEC’s website at www.adviserinfo.sec.gov, which can be found using the firm’s identification number, 317351. Read our full disclosure here.

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