Hassell Wealth Management

October 15, 2024

Investment Commentary

Quarterly Investment Commentary—Q3 2024

Hassell Wealth Management

October 15, 2024

Investment Commentary

Our quarterly investment commentary looks at the highs and lows of the quarter and discusses our portfolio positioning headed into the new quarter.

Hassell Wealth Management

October 1, 2024

Investment Management

Pre-Tax or After-Tax Contributions to Your Employer Retirement Plan: How to Decide

Hassell Wealth Management

October 1, 2024

Investment Management

Pre-Tax or After-Tax Contributions to Your Employer Retirement Plan: How to Decide

Learn how to decide between pre-tax and after-tax contributions to your 401(k), including key tax considerations and strategies for maximizing your retirement savings.

Hassell Wealth Management

September 15, 2024

Investment Management

What We Talk About When We Talk About Volatility: Magnitude vs. Percentage

Hassell Wealth Management

September 15, 2024

Investment Management

What We Talk About When We Talk About Volatility: Magnitude vs. Percentage

Why do media outlets often use magnitude over percentage when discussing market volatility? Find out why and how to stay grounded by understanding the difference.

Hassell Wealth Management

September 1, 2024

Investment Management

What Does It Take to Take on Risk?

Hassell Wealth Management

September 1, 2024

Investment Management

Understanding your risk tolerance will help you craft an investment strategy that balances financial goals with peace of mind. Discover how to assess your goals, risk capacity, and composure to find your ideal risk profile.

Hassell Wealth Management

August 1, 2024

Investment Management

Compound Returns Quick Take

Hassell Wealth Management

August 1, 2024

Investment Management

Discover the power of compound returns for growing your investments over time.

Hassell Wealth Management

July 10, 2024

Investment Commentary

Quarterly Investment Commentary—Q2 2024

Hassell Wealth Management

July 10, 2024

Investment Commentary

Stocks and bonds all had mixed results during Q2. Read on for our second-quarter investment commentary.

Hassell Wealth Management

July 1, 2024

Retirement Planning

When Should You Take Your Social Security?

Hassell Wealth Management

July 1, 2024

Retirement Planning

When Should You Take Your Social Security?

Learn the key factors to consider for optimal Social Security timing and make informed decisions for your retirement.

Hassell Wealth Management

June 15, 2024

Investment Management

Young Investor’s Guide to Building a Financial Future—Part 2: Investing for Your Goals

Hassell Wealth Management

June 15, 2024

Investment Management

Young Investor’s Guide to Building a Financial Future—Part 2: Investing for Your Goals

Part 2 of our Young Investor’s Guide covers diversifying, avoiding market timing and stock picking, and creating a personalized investment plan to help you achieve long-term success.

Hassell Wealth Management

June 1, 2024

Financial Planning

Young Investor’s Guide to Building a Financial Future Part 1: Where Do You Start?

Hassell Wealth Management

June 1, 2024

Financial Planning

Young Investor’s Guide to Building a Financial Future Part 1: Where Do You Start?

Here are three financial areas for young investors to focus on: debt, compounding returns, and tax-advantaged accounts.

Hassell Wealth Management

November 16, 2022

Investment Strategist Team Joins Hassell Wealth Management

Hassell Wealth Management

November 16, 2022

Houma, La.-based Hassell Wealth Management announced its new investment strategy and research partnership with East Bay Investment Solutions.

Stephen Hassell, CFP®

September 8, 2022

Financial Planning

Video: Qualified Charitable Distribution Overview

Stephen Hassell, CFP®

September 8, 2022

Financial Planning

Video: Qualified Charitable Distribution Overview

In this video we talk about a financial planning concept or tax planning tool called qualified charitable distributions. You may hear of it referred to as QCD for short.

Katie Cuccia Hebert

March 18, 2022

Tax Planning

Can I Deduct My Damage from Hurricane Ida on My Tax Return?

Katie Cuccia Hebert

March 18, 2022

Tax Planning

Can I Deduct My Damage from Hurricane Ida on My Tax Return?

If you sustained more damage in Hurricane Ida than insurance covered, here’s what you need to know about deducting those losses on your tax return.

Hassell Wealth Management

December 13, 2021

Hassell Wealth Management’s Katie Cuccia Hebert Is Awarded CFP® Certification

Hassell Wealth Management

December 13, 2021

Katie Cuccia Hebert, a Wealth Advisor at Hassell Wealth Management in Houma, LA, has been awarded the highly regarded CERTIFIED FINANCIAL PLANNER™ mark.

Katie Cuccia Hebert

October 1, 2021

Investment Management

Video: Why Should I Diversify?

Katie Cuccia Hebert

October 1, 2021

Investment Management

Why should you own a bunch of different stocks when you can invest in just the best-performing companies? Watch this video to learn why diversification matters.

Hassell Wealth Management

September 28, 2021

Insurance

Making Sense of Storm-Related Insurance Claims

Hassell Wealth Management

September 28, 2021

Insurance

Whether you are dealing with insurance claims due to Hurricane Ida or another storm, these tips can help.

Stephen Hassell, CFP®

July 1, 2021

Financial Planning

Video: Gifting Appreciated Shares

Stephen Hassell, CFP®

July 1, 2021

Financial Planning

If you are charitably inclined and have appreciated shares, watch this video to learn how to get a double tax benefit for your charitable gifts.

Katie Cuccia Hebert

June 15, 2021

Financial Planning

Health Savings Account (HSA): What Is It and How Can It Benefit You?

Katie Cuccia Hebert

June 15, 2021

Financial Planning

Health Savings Account (HSA): What Is It and How Can It Benefit You?

If you have a high-deductible health plan, you can contribute to a health savings account. Read this article to understand how an HSA may help you.

Stephen Hassell, CFP®

April 1, 2021

Retirement Planning

Video: Retire Early and Save Money on Health Insurance Premiums

Stephen Hassell, CFP®

April 1, 2021

Retirement Planning

Video: Retire Early and Save Money on Health Insurance Premiums

One of the biggest concerns for early retirees is the cost of health insurance. We explain how you can plan to retire early and save on premiums.

Stephen Hassell, CFP®

March 15, 2021

Charitable Giving

Video: Streamline Charitable Gifting with a Donor-Advised Fund

Stephen Hassell, CFP®

March 15, 2021

Charitable Giving

Video: Streamline Charitable Gifting with a Donor-Advised Fund

You can streamline your charitable gifting using a donor-advised fund such as Fidelity Charitable. Watch this video to learn the benefits and how to get started.

Katie Cuccia Hebert

February 17, 2021

Financial Planning

How a Roth IRA May Benefit You Regardless of Your Age

Katie Cuccia Hebert

February 17, 2021

Financial Planning

How a Roth IRA May Benefit You Regardless of Your Age

Roth IRAs have several benefits that make them very desirable. Here are factors to help you decide whether a Roth is right for you.