Hammond Iles Wealth Advisors

Hammond Iles Wealth Advisors Our caring financial coaches will guide you to discover your unique purpose and passion, then plan and invest to live a life you love.

Hammond Iles helps you plan, invest, and align your finances with what matters most so you can live with clarity, confidence, and purpose now and into the future. CLEAR PATHS TO PURPOSEFUL LIVING

As an investing and life coaching firm, we're committed to educating investors to inspire new possibilities for your future, protect you from unwise choices, and empower you to realize your financial potential.

09/05/2026

Thinking about borrowing from your 401(k)? A 401(k) loan can provide quick access to cash, but it can also have consequences for your paycheck, taxes, and long-term retirement savings.

In this video, Greg Hammond, CFP®, CPA shares 4 potential advantages and 4 potential downsides of taking a 401(k) loan, including how repayment works, what happens to the money you borrow, and what you should consider if you leave your job with a loan outstanding.

Before borrowing from your retirement savings, understand the rules, compare your options, and consider what borrowing today could mean for your retirement tomorrow.

08/28/2026

Can you trust the financial advice you see on social media?

YouTube, Instagram, TikTok, podcasts, and other online platforms are filled with people sharing opinions about stocks, investing, and the markets. Some may have thousands of followers or millions of views, but popularity doesn’t necessarily tell you anything about their qualifications.

In this , Greg Hammond, CFP®, CPA shares a few simple ways to check the background of someone offering financial advice online, including FINRA BrokerCheck and the SEC’s Investment Adviser Public Disclosure database.

There’s nothing wrong with hearing different perspectives. But before acting on investment advice, take a minute to understand who’s giving it.

Followers aren’t credentials. Views aren’t qualifications. And confidence isn’t expertise.

08/22/2026

Can AI really help you pick stocks that beat the market?

The numbers suggest investors should be skeptical. A recent Wall Street Journal report found that only 27% of actively managed large-cap funds outperformed their benchmarks over the past year, and just 13% did so over the past 10 years.

Greg Hammond, CFP®, CPA explains why even sophisticated technology and professional investment management haven't made consistently picking winning stocks easy, and why AI may be better used as a research tool than as a crystal ball for your portfolio.

The takeaway: Rather than trying to predict the next winning stock, a broadly diversified investment strategy can help you participate in the market without depending on getting individual stock picks right.

08/14/2026

Could your 401(k) be taking more risk than you intended?

Over time, some investments grow faster than others, which can cause your 401(k) to drift away from the investment mix you originally selected.

In this , Greg Hammond, CFP®, CPA explains how automatic rebalancing can periodically bring your 401(k) back to your target allocation, helping you maintain your intended diversification and level of risk without having to remember to do it yourself.

The catch? Your 401(k) may offer automatic rebalancing, but you may need to turn it on.

Take a few minutes to check your 401(k) and see if this feature is available and being used.

08/08/2026

Can you predict the perfect time to buy a stock after it falls?

Most investors would love to, but the reality is that no one can consistently identify the bottom of the market.

In this week's , Greg Hammond, CFP®, CPA, explains why trying to time individual stocks is so difficult and why a diversified, broad market investment approach can help reduce the risk of relying on a single company. Learn why long-term investing has historically been a more reliable strategy than trying to guess the next winning stock.

07/31/2026

Everyone starts somewhere.

One of the biggest mistakes people make isn't choosing the wrong investment. It's waiting for the "perfect" time or believing they need more money before they can begin.

In this week's Financial Friday, Greg Hammond, CFP®, CPA shares why building wealth is less about making one big move and more about taking the first step. Small, consistent actions today can help put you on the path toward your long-term financial goals.

If you enjoyed this video, please like, subscribe, and share it with someone who's been waiting to get started.

🎉 Congratulations to Mary McKone! 🎉 Please join the Hammond Iles team in congratulating Mary on becoming a CERTIFIED FIN...
07/13/2026

🎉 Congratulations to Mary McKone! 🎉

Please join the Hammond Iles team in congratulating Mary on becoming a CERTIFIED FINANCIAL PLANNER™ professional.

The CFP® certification is one of the most respected credentials in the financial planning profession and represents years of dedication, perseverance, and a commitment to serving clients with excellence. Over the past four years, Mary has worked tirelessly to earn this achievement, balancing countless hours of classes, studying, quizzes, and preparation for the rigorous six-hour CFP® exam while completing more than 6,000 hours of qualifying professional financial planning experience and fulfilling the ethics requirement.

Mary, we are incredibly proud of everything you've accomplished and grateful to have you on our team. Congratulations on becoming the newest CFP® professional at Hammond Iles Wealth Advisors. We know you'll continue making a meaningful difference in the lives of our clients and their families.

07/10/2026

SpaceX Just Taught Investors a Powerful IPO Lesson

SpaceX's recent stock movement is a reminder that even one of the most anticipated IPOs in years can experience significant price swings. In this short video, Greg Hammond, CFP®, CPA explains why some investors have joked for decades that IPO stands for "It's Probably Overpriced," and the important investing lesson behind that saying.

Rather than trying to predict which individual stocks will outperform, many investors have found success by owning a broadly diversified portfolio designed to participate in the long-term growth of the market.

If you enjoy educational videos on investing, retirement planning, and building long-term wealth, be sure to like this video, subscribe, and share it with someone who might find it helpful.

07/03/2026

Should You Pay Extra on Your Mortgage? It Depends.

Should you put extra money toward your mortgage each month, or invest it instead? The answer isn't the same for everyone.

In this Financial Friday, Greg Hammond, CFP®, CPA, explains how factors like your mortgage interest rate, high-interest debt, emergency savings, and long-term investing goals can all influence the best decision. You'll also learn why peace of mind is an important part of financial planning that numbers alone can't measure.
Before making changes to your financial plan, consider how each option fits into your overall goals and objectives.

If you found this video helpful, please like, subscribe, and share it with someone who may be asking the same question.

06/19/2026

When is the best time to take money from an inherited IRA? The answer could save you thousands of dollars in taxes.

Many beneficiaries assume they should either cash out an inherited IRA immediately or wait until the final year required by the 10-year rule. In reality, a thoughtful withdrawal strategy may help you reduce taxes and keep more of your inheritance.

In this video, Greg Hammond, CFP®, CPA explains why the timing of your inherited IRA distributions matters and how your tax bracket can play an important role in determining when to take withdrawals.

Have a question about inherited IRAs or retirement planning? Schedule a no-cost conversation with a Financial Coach at www.hiwealth.com.

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06109

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