Executive Wealth Management

Bonds Bounce Back

By EWM / July 12, 2022

It is time to check in on fixed income. This year has been uniquely difficult for all bond investors. The fixed income frustration may have […]

The Fixed Costs of Variable Annuities

By Todd Perry, CFP, CIMA, CPWA / July 8, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”

An Inventory on Retail Sales

By EWM / July 6, 2022

Inflation – we feel like it is the only thing on the mind of the country for the past few months. Let’s take a minute […]

Celsius Froze Under Pressure

By EWM / June 29, 2022

Founded in 2017, cryptocurrency loan company Celsius Network LLC made a big splash in the brave new world of decentralized finance. Its brash founder and CEO, […]

Nominal Chart Crimes

By EWM / June 22, 2022

We saw an inflation print that was higher than expectations earlier this month; though core inflation continued to fall confirming that, outside of energy and housing, the […]

EWM’s Bert Herzog Discussing the Market on WJR 760 AM

By EWM / June 15, 2022

Bert Herzog, Founder and Wealth Advisor of Executive Wealth Management, talks with Kevin Dietz and Tom Jordan about what happened with the market Monday, June […]