Helping Clients Manage Risk Through Education And A Personal Touch
At Hemelt Wealth Management, we strive to decipher the complexities of the financial environment for our clients by delivering proactive, courteous service at the highest level. Clients of Hemelt Wealth Management receive trustworthy, dependable advice with an emphasis on education and transparency. As independent advisors, we offer unbiased, customized portfolio design and management.
While nobody can predict or time stock market volatility, at Hemelt Wealth Management, we place a particular focus on risk management by using hedging strategies in all market conditions. We provide our clients with custom-tailored investment strategies including portfolio design, investment management, risk assessment, and retirement planning. We leverage our professional knowledge to help clients make sound decisions regarding their finances. A primary goal of Hemelt Wealth Management is education, which means that we regard accurate and prompt information as the most valuable service that we offer.
We serve clients throughout the North shore of Lake Pontchartrain and the greater New Orleans area. Contact us today to set up a meeting and learn how our education-based strategies can help you and your family.
Helpful Content
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?