Spotlight on Sher

Catherine Blair Blog, Company Updates

Many of you have had the opportunity to speak with our Office Assistant, Sher Burckhalter, over the past two months since she joined Hillspring Financial. We couldn’t be happier to have her as part of our team and are pleased to announce the update to the “Who We Are” section of our website offering a bit of background on our …

A Welcome and a Farewell…

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Company Updates

It is truly a pleasure to introduce you to Sher Burckhalter, the newest member of Hillspring Financial, Inc.  Sher is highly-qualified for her new position as Office Assistant with a strong background in banking, customer service and sales.  Her professional experience partnered with her positive energy and affability make Sher an ideal fit for the Hillspring Financial family. As we …

What’s All This Volatility About?

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Market Fluctuations

August 25, 2015 Dear Clients: It has been an exciting week, to say the least.  Last week the S&P 500 was down 5.63% only to slide down another 5.9% yesterday.  This makes it an official correction as markets were down 10% or more. It is reminiscent of October 19, 1987 (Black Monday), when the Dow fell 22% in one day.  …

Second Quarter Economic Update – July 15, 2015

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Second Quarter Performance As the quarter ended, Greece and China were making all the headlines.  Greece for their June 30th default on a debt payment to the International Monetary Fund and China for their very sharp short-term stock market decline and surprise interest rate cut.  And oh yea – Puerto Rico announced it would be unable to fully repay its …

Is The Market Growing Too Fast?

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Blog, Client Education

Since the last bear market reached bottom in March of 2009, the S&P 500 has roared back 179%. As Dr. David Kelly of J.P. Morgan points out, “with the exception of the bull markets that started in 1982 and 1987, this has been the strongest bull market since the late 1940s.” (J.P. Morgan Market Insights, May 13, 2014) The question …

Welcoming Catherine Blair To The Hillspring Family!

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Blog, Hillspring Financial

We are very pleased to welcome Catherine Blair to our office as the Client Relations Manager. Catherine comes to us highly recommended and with extensive experience working in our industry, most recently as the Executive Assistant to the Branch Manager for a financial firm in Scottsdale. Catherine is a delightful person to be around and you will find her a …

Our Learning Center

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Client Education, Financial Managment

Ben Bernanke, Former Chairman of the Federal Reserve, once said: “Among the lessons of the recent financial crisis is the need for virtually everyone — young and old — to acquire a basic knowledge of finance and economics.” We agree. In an effort to assist you in gaining more insight into the financial world, we have provided very helpful information …

Supporting Our Community through the Sun City West Firefighters Charities

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Community Service, Firefighters

At Hillspring Financial, Inc. we work to make sure our clients know they are our number one priority but we don’t stop there. We understand the importance of supporting our local communities as the success of the whole is much greater than that of an individual. Located in Surprise, we are pleased to extend our community outreach to Sun City, …

First Quarter Economic Update – April 10, 2015

Max Smith, CFP®, CIMA® | Kent Forsey, CFP® Economic Update

Economic Update Dear Clients, Associates, and Friends, This past quarter was one of those periods when it seemed the domestic markets could not make a decision to which way to go – lots of volatility, yet ended up basically flat for the quarter as measured by the S&P 500 index. Though the European markets were negative last year, they gained …