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Hoover Financial Advisors PC
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Hoover Financial Advisors PC's posts

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HFA is proud to be celebrating its 10th Anniversary!  Please take a few minutes to view the top ten reasons why we believe clients have chosen HFA. 

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Researchers are saying that the percent one needs to save for #retirement is going to increase dramatically. Here's why:

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Not quite sure where to start when it comes to monthly budgets or retirement savings? Our budget worksheet can help you keep track of your spending and saving.

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#FAQFriday: How does your fee structure work?

We offer financial planning and investment management services on a fee basis, unlike commission–based advisors who receive compensation through transactions. Instead, our main motivation is to retain happy customers through superior client service, innovative financial and investment strategies and solutions. #transparency #wereonyourside
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Alphabet Soup – What do our professional designations mean? - I.M Bright, CFP®, CPA/PFS™, CFA, CIMA®, ChFC, CLU, AIF®, EA, RIA Clients sometimes ask about the various professional designations and certifications held by team members at our firm and throughout the investment and financial planning industry, so we thought it might be fun (or at least, interesting) to review some of these today? CFP® The Certified Financial Planner designation is likely the most desired designation in the fin...

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Red roses are a nice gift on #ValentinesDay, but you know what's really nice? Setting your loved ones up with a secure financial future. Call us to make an appointment: 610.651.2777
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Retirement Savings Plan Options for the Self-Employed and Small Business Owners

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What does ESG investing mean? - A client recently asked me, “What kind of socially responsible investment choices does HFA make available for clients?”  My initial response was something like, “What does socially responsible investing mean to you?”  While our blog from last summer on Socially Conscious Investing provided a nice introduction to the topic, I wanted to share a bit more on how HFA can turn these kinds of dialogues into reality. Investors are more frequently expressing “concern ...

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Recently, a client expressed their concern about a rising interest rate environment and asked, “What exactly is bond duration and how are my bond holdings affected by interest rate changes?”
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