Shows
We Make Money FunKnow all of your options for your retirement plan!Heritage Financial Website: https://www.heritagefinancialaz.com/Today, Shanna Tingom is rejoined by Hayden Gerwien of Howard Capital Management. Did you know that you may have more control of your work retirement plan than you realize, including 401k, 403b, and 457 plans?A self directed brokerage account, or SDBA, allows you to utilize a third party money manager. About 40% of employers allow this in their retirement plans, including some large companies in the area, including ASU, U of A, and Intel.If you don't have this option through your employer plan, there are other to...2021-11-1013 minWe Make Money FunWhat is a HCM-BuyLine® anyway?Heritage Financial Website: https://www.heritagefinancialaz.com/Today, Shanna Tingom of Heritage Financial is joined by Hayden Gerwien of Howard Capital Management, a firm that Heritage works with closely for its clients.Howard Capital Management is a third party money manager, and Hayden gives us a bit of background on the company. Then explains their patented HCM-BuyLine® investment process. This is a computer algorithm that allow for a more tactical and defensive strategy to manage your money. And this will recommend when to buy and when to sell.Hayden walks us through how thi...2021-10-2714 min