Skip to main content
menu
Book an Appointment    
  • Home
  • About
    • About Us
    • Our Team
  • Our Services
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Tax-Free Exchange
  • Resources
    • Client Login
    • Blog
  • Contact

Blog

Robert Nevarez | May 7, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

Read More
Robert Nevarez | Apr 30, 2025

The patience premium: What market history teaches us

Investments
“How long will this last?” “Will markets bounce back?” “Should I make a change now?” These are some of the most common and understandable questions investors
Read More
Robert Nevarez | Apr 23, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

Read More
Robert Nevarez | Apr 16, 2025

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
Read More
Robert Nevarez | Apr 9, 2025

What's next for markets and the economy?

Investments
Markets have been on a roller coaster, and investors are asking: Is a bear market on the way?
Read More
Robert Nevarez | Apr 2, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

Read More
Robert Nevarez | Mar 26, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

Read More
Robert Nevarez | Mar 19, 2025

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
Robert Nevarez | Mar 12, 2025

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
Read More
Robert Nevarez | Mar 5, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

Read More
Robert Nevarez | Feb 26, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

Read More
Robert Nevarez | Feb 19, 2025

Feeling uneasy about the market? Read this first

Investments
It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Quick Links

About Us
Our Services
Contact
Privacy Policy

Contact

888-967-7769
info@hnfinancialgroup.com

19800 MacArthur Blvd., Suite # 300
Irvine, CA 92612

Connect

     

Schedule a Meeting

Securities Offered through Dempsey Lord Smith, LLC. Member FINRA/SIPC Advisory Services offered through Dempsey Lord Smith, LLC. HN Financial Group does not offer tax/legal advice. Please consult your CPA or attorney for more information.

© 2025 HN Financial Group All rights reserved.