Hixon Zuercher Capital Management

Fee-only Registered Investment Advisor in Findlay, Ohio 45840

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Our Brand New Office Reveal Video

December 29, 2018 by Adam Zuercher

We are very excited to finally reveal our BRAND NEW office to you all. Join Adam, Tony, and Kelsey Heitkamp, owner and principal designer with KHID, as they take us through a tour of the new space and showcase their favorite parts of the office.

So much time and hard work were spent by numerous people over this last year to make this happen, and we couldn’t be more pleased with the finished product.

We are incredibly grateful to every person who had a hand in helping us bring our vision to life in creating the best space we could have to further serve our clients throughout the coming years.

Special thanks to:
KHID
Heck Rentals
Garlock Brothers Construction
JB Networks Inc
Gina Lynne Design

Filed Under: Everything Else Tagged With: financial firm, financial planner, financial planning, Findlay, fixer upper, investing, modern office, new office, northwest ohio, office remodel, Ohio, retirement planning, wealth advisor, wealth planning

REMODEL UPDATE: Our Progress

September 26, 2018 by Adam Zuercher

UPDATE: our new office is coming along nicely! In this video, our CEO, Adam, talked with Kelsey Heitkamp, owner and Principal Designer at KHID. They discussed their vision, the process of planning the remodel, and design plans, as well as toured through the office to show off the current progress of the remodel.

Stay tuned for a follow-up video where we will be excited to reveal the brand new office of Hixon Zuercher Capital Management!

Filed Under: Everything Else Tagged With: financial advisor, financial management, Findlay financial advisor, Findlay Ohio financial advisor, interior design, khid, modern office, new office, northwest ohio, office remodel, remodel, wealth management

Congratulations, Tony, on Your Accomplishment!

July 23, 2018 by Adam Zuercher

We are delighted to announce that our Co-Founder and Chief Operating Officer, Tony Hixon, recently achieved the Certified Investment Management Analyst (CIMA®) designation.

The CIMA® certification is the only credential constructed specifically for advanced investment advisors. Advisors with CIMA® certification indicate the completion of a rigorous program, have a high level of competency, professionalism, and meet ethical requirements. The CIMA® advisor acquires sophisticated investment concepts and how to apply them for individual and institutional clients during the coursework.  Further, the CIMA® designee must complete continuing education to ensure they are always sharpening their skillsets.

Today’s investors need expert investment guidance and a qualified advisor for the job.  We’re excited to have a member of our team possess the CIMA® designation so that HZCM can offer specialized knowledge and experience to properly guide you through complex financial challenges!

Please join us in congratulating Tony on this accomplishment!

Filed Under: Everything Else

Time For Retirement…Now What? – Our Co-Founder and COO shares how tragedy changed how he approaches retirement with clients.

December 21, 2017 by Tony Hixon

Last month, our COO, Tony Hixon, was featured on MarketWatch in an article on how financial advisors have dealt with personal tragedy. As you can imagine, this is not his favorite story to share, but at the same time, it is an important one.

In 2010, his mother sought his advice. Then 60, she was ready to retire from her 40-year health care career, and wondered if she could pull it off. She had started as a registered nurse, advancing in her career and spent the last 10 before retirement running a hospice agency.

He crunched the numbers and gave her the go-ahead. His mother promptly retired. “She thrived in that leadership role,” said Hixon. “But it took an emotional toll, and she burned out.”

In planning her retirement, he focused on quantitative computations. Would her savings last? What about her projected expenses? But where he should’ve spent more time, he realizes — and he now emphasizes to clients — was on “softer,” nonfinancial, questions: How, for example, would his mother respond to her new life?

Burdened by a feeling of hopelessness, his mother soon lapsed into a deep depression — despite having no previous history of it. Having enjoyed both a fruitful career and her time as grandmother to his two young daughters, he never expected what happened next.

Click here to read the full article, and how Tony’s family tragedy has changed the way he helps clients, family, and friends transition into retirement.

If you, or a loved one, are struggling with feelings of depression or thoughts of suicide, we encourage you to talk to someone and seek professional help. Your life matters, and you matter to us. 

 

Filed Under: Everything Else

Mixed Worldwide Markets – Weekly Update for June 12, 2017

June 12, 2017 by Adam Zuercher

Markets were mixed last week with leading tech stocks falling dramatically as some investors pulled profits. The NASDAQ took the biggest hit, finishing 1.55% down on the week—its worst week of the year. Meanwhile, the Dow rose 0.31% for the week, notching another record close on Friday. The S&P 500 fell 0.30%, and the MSCI EAFE closed the week down 1.22%.

The S&P tech sector dropped 3.3% on Friday; however, it remained up 18% for the year. Major tech stocks account for almost 13% of the total number of stocks in the S&P 500, while comprising nearly 40% of the S&P 500 increase for the year.

Internationally, Asian markets were mixed while European markets closed the week generally higher. The European equities markets took last week’s UK election in stride, though the pound dropped in response to the Conservatives losing their majority.

Domestically, monthly job openings exceeded 6 million in April. Hiring, however, has slowed to only 5 million per month, suggesting workers’ skills may not match job needs. Moreover, the economy continues to show signs of softening.

Indications of a Softer Economy

  • Wholesale and Retail Inventories Down: Revised wholesale inventories shrunk 0.5% in April, the largest contraction in more than 12 months. In addition, retail inventories fell in April as sales weakened.
  • Inflation Slows: As noted last week, consumer prices remain weak. Inflation slowed in April to an annual rate increase of 1.7% year-over-year, down from the 1.9% recorded in March and 2.1% in February. Falling oil prices, excessive auto inventories, and increasing apartment rental inventories will all create headwinds to reaching the Fed’s target rate of 2.0%.
  • Factory Orders Down: Factory orders fell 0.2% in April. While motor vehicles rose 0.6% and computers gained 1.6%, durable goods orders fell 0.8%.
  • Oil Prices Drop: Though summer driving season is here, U.S. gasoline demand dropped by nearly a half-million barrels a day. While the need for fuel fell—and despite beliefs that oil would fall by 3.5 million barrels—stockpiles rose by 3.3 million barrels. As a result, oil dropped by 4%, ending the week at $45.86 per barrel.

What Comes Next

The Fed will hold a meeting this week to determine whether to raise interest rates. Expectations are that the Federal Open Market Committee (FOMC) will raise the fed funds rate 0.25% to 1.25% despite the soft economic news, which the Fed characterized as “transitory.” The FOMC meeting will also address quarterly forecasts for the remainder of the year. The markets expect both Japan and Britain’s central banks to also address the issue of interest rates.

In addressing the federal debt, the Treasury Secretary assured last week that the U.S. will not default on its debt. Congress must address the debt limit this summer or fall, but markets may react negatively if delays occur. Meanwhile, Congress continues to wrestle with policy questions around tax reform, an infrastructure program, and healthcare reform. How the government addresses these important initiatives could alter market dynamics in the future.

If you have questions on where you stand as these events unfold, do not hesitate to contact us. We are here to support your financial life with clarity and sound perspectives.

ECONOMIC CALENDAR

Wednesday: Consumer Price Index, Retail Sales, Business Inventories, FOMC Meeting Announcement
Thursday: Industrial Production, Housing Market Index
Friday: Housing Starts, Consumer Sentiment

Filed Under: Economy, Everything Else, Investing, Leadership & Success, Personal Finance, Weekly Market Update Tagged With: Dow, dow jones, Dow Jones Industrial Composite, Economic data, economic growth, economy, Fed, Federal Reserve, Federal Reserve Open Market Committee, Finances, FOMC, interest rates, investments, investors, Janet Yellen, jobs report, labor market, Market, Markets, nasdaq, oil prices, S&P 500, stock market, stock market report

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Hixon Zuercher Capital Management
101 W. Sandusky Street, Ste. 301
Findlay, OH 45840

Phone: 419-425-2400

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