Trend Following: Weed Control for Portfolios

Person holding a dandelion at sunset

A powerful motivator for many parents is a desire to have their children’s upbringing to be better than their own. Better schools, a nicer house, more toys, and better vacations are all things many of us wish for our kids to experience – especially if we didn’t have these things in our own childhood. And…

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Hemlock Creek Wealth Management Advisors Earn Exit Planning Credentials

Certified Exit Planning Advisors Nick Davis and Sarah Davis

Hemlock Creek Wealth Management, an independent financial planning and wealth management firm, has enhanced its ability to serve the business, personal, and financial needs of owners of privately held companies by investing in the education and training of Founding Partners Nick Davis and Sarah Davis. Both earned the Certified Exit Planning Advisor (CEPA®) credential and…

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Investing In Any Market: How We Help Clients Stay on Track

Lens providing focus on a rainy stream

Given the significant moves unfolding in markets, Hemlock Creek Wealth Management has heard important questions about what this means for client portfolios. Please continue to reach out to us with any questions and concerns, but we also want to recap some of the more frequent questions – and their answers – in the hopes it…

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