Blog

For the last three years, tariffs have been in the news regularly. They are a vital component of the Trump administration’s trade strategy.

It's that time again. As part of Fidelity’s money movement process controls, you may receive a notification from Fidelity the week of September 10th. The Annual AMA Notification lists who has Asset Movement Authority on the account – you will see our firm listed here.

By Kevin Chambers

The White House has declared China is a “currency manipulator.” Although this declaration is mostly a symbolic gesture or a tactic in the ongoing trade war, it brings up some interesting implications surrounding the relative value of currencies.

By Kevin Chambers

By Kevin Chambers
 

By Kevin Chambers

As we celebrate the 15^th anniversary of @Headwater this month, let’s look to see where some of our past interns have landed.

  Tyler Kaluza

As we celebrate our 15 years serving the wealth management needs of individuals, families, and non-profits, we are excited to announce that we are expanding our team. Please welcome Janet Sasaki, who will be joining the Headwater Investments team July 1st as our newly created Client Relationship Associate.