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Category: Newsletter Article

home prices

Home Prices and Mortgage Rates: What’s Going On?

Home prices have dipped a little, but in 2023 have actually appreciated. What comes next? Bubble, crash, or stability? Here’s our perspective.

impact investing

Mid-Year 2023 Impact Investing Update

An update on Hesperian’s latest impact research and activism and also a discussion of current events going on in the impact investing world.

Investment Commentary—Second Quarter 2023

For those interested, in this quarter’s investment commentary I try to briefly summarize my market views, with charts and extended analysis.

Charitable Clumping For Young Savers

Charitable clumping is a tax-optimization technique used by the wealthy. But it can work for young savers too to generate big tax savings.

cash management

Better Than High-Yield Savings Accounts: Investing When Cash Is King

You can now get a decent return on high-yield savings accounts. But there are attractive investment alternatives to banking products.

Banking & Debt Ceiling Crisis—First Quarter 2023 Commentary

A banking crisis and a debt ceiling fight on top of already elevated recession risk? Here’s why it matters to your portfolio.

Half Dome Yosemite

Year-End Financial Planning

Year-end is the time to think about certain seasonal financial planning opportunities. Here’s how we can lend a hand.

Happy Holidays 2022!

We wish all our clients a happy holiday season. We also want to thank them for their trust in us and for making it possible for us to give back.

Investment Commentary—Year-End 2022

The year 2022 has been an awful one for investors. While inflation risk seems to have peaked, we think recession approaches. Here’s our latest investment thinking.

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Hesperian Wealth LLC

eric@hesperianwealth.com

(916) 546-5203

1024 Iron Point Rd.
Suite 100
Folsom, CA 95630

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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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