So, how did 2023 end up?  According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth in the U.S. Tune into this episode to also learn: How does the constant stream of negative financial news affect our perception of the economy? What are the actual numbers behind the U.S. economy's performance post-pandemic compared to the rest of the…

Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI) stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You will explore the risks, opportunities, and misconceptions surrounding AI investments and understand the need for caution and well-informed decisions. It's a conversation packed with insights, making it a must-listen for anyone curious about AI's role in the future of investing. Tune into this episode to also…

Our 2023 Annual Coat Drive is just about to begin and will continue until the beginning of January 2024. Over the past 13 years, we have gathered and distributed over 25,000 coats to those in need, fulfilling our mission to provide every man, woman, and child in need in the Gloucester County area. During the coat drive we deliver donations to several organizations, including Angels Community Outreach, Unforgotten Haven, Harbaugh Christmas Village, and many more. We are incredibly grateful to the students enrolled in the Y.A.L.E school, who are always a huge help to us. They will volunteer once a…

Calculating The Cost of Financial Stress in the Workplace. A financial wellness program can help protect your company from the negative effects of financial stress. Your company's bottom line can be impacted by the high cost of financial stress. This includes costs associated with turnover, as well as silent quitting behaviors such by minimal effort and enthusiasm. But with a proactive approach to managing finances through the implementation of a financial wellness program, organizations can help alleviate money-related pressures while boosting morale and improving their company’s bottom line. Calculate how much your company will benefit by understanding the hidden costs…

Our mission to provide a coat to every man, woman and child in need continues!  The HFM Investment Advisors' Annual Coat Drive will start on November 15 and last until January 15. The HFM Team and our partners are excited to bring back this tradition which supports several South Jersey charities. Over the years, our community has collected more than 20,000 coats, and our goal is to far surpass that with your help. Our drive accepts new and gently used coats for those in need. Donating is simple with our several pick-up locations, and you can expect more sites added…