Wealth Management

Software Is Eating the Automobile

By EWM / July 19, 2022

“Software is eating the world,” proclaimed venture capitalist Marc Andreessen in a famous editorial in The Wall Street Journal back in 2011. Mr. Andreessen’s thesis that computer code and the […]

EWM’s Bert Herzog Discussing the Fed Increasing Inflation Rates on WJR 760 AM

By EWM / July 18, 2022

EWM Wealth Advisor and Founder Albert Herzog III, MBA, CFP, ChFC discuss the effects of the Fed raising interest rates on WJR Radio 760 AM’s […]

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, […]