Hermes Wealth Strategies

12/21/2018

Happy Holidays from the Hermes Wealth Strategies Team! Please help us decide the winner of our Ugly Christmas Sweater contest 🎄🎅🎁

10/31/2018

Happy Halloween from the Hermes Wealth Strategies Team! Bring your Trick or Treaters by the office before 5:00pm for some treats. 🎃👻

03/23/2017

Take a minute to look and see what we are launching for our clients. We have eMoney available for our clients to be able to use as a tool to see all of their finances in one place. If you would like to know more about this or to get started, call the office at 559-738-8600 or ask Jeremy at your next meeting!

A demonstration of the features of the eMoney financial planning platform. This unique tool helps create a coordinated platform to maximize your money and it...

03/10/2017

Happy Friday! Today the Hermes Wealth team is wishing our team member, Krystina, a very happy 30th birthday! So don't forget to send some happy birthday wishes her way today. We celebrated with some amazing cupcakes from Frosted Muffin. Happy Birthday Krystina!

03/09/2017

Our good friend Dr. Eric Sorensen is beginning a new adventure this coming April 2017! Please like and share Urgent Care of Pismo Beach! Good wishes from the Hermes Wealth Strategies Team!

Walk in only. Most insurances accepted. Please call to confirm.

03/02/2017

Planning for your future will never be a waste of your time.

08/08/2016

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

08/01/2016

The beans brewed for your morning coffee may have changed hands many times

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

07/25/2016

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

07/18/2016

Agent Jane Bond wants you to know about how bonds help diversify a portfolio.

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

07/11/2016

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.