'Hawk Talk

‘Hawk Talk – May 2026

April 28, 2026

May is one of our favorite months here at BluHawk Wealth Management, not because the markets (and weather) are (hopefully) cooperating, but because it gives us a moment to slow down and recognize something far more important than any portfolio performance number. Mother’s Day falls on May 10th this year, and as we look around at the incredible women who make up the BHWM family of clients and friends of the firm, we find ourselves genuinely moved. To every Mom who trusts us with your financial future: THANK YOU! From the bottom of our hearts.

There’s a truth that needs no footnote or disclosure:

Not a single one of us would be here without our Moms, or even our wives as the great Moms that they are. The sacrifices made, the sleepless nights endured, the quiet encouragement offered at exactly the right moment, those things don’t show up on a balance sheet, but they compound in ways that dwarf any investment return we’ll ever generate. To our clients who are Moms, to those who are celebrating Moms in their lives, and to those who carry a Mom’s memory in their hearts this season, we see you, we honor you, and we are grateful.

This month on the planning side…

We’re excited to share something that has been generating a lot of energy in our recent client review meetings and new client conversations: the new BHWM Risk Profiling Tool.

This isn’t your grandfather’s risk questionnaire. Rather than a surface-level snapshot, this tool takes a comprehensive, multi-dimensional deep dive into your complete investor profile — examining different facets of how you think about, feel about, and actually behave around risk.

The output is a single, personalized Risk Target Number on a scale of 0–100, essentially your financial “speed limit”, that reflects the full picture of who you are as an investor, not just one slice of it.

The early feedback from clients who’ve gone through the process has been terrific. People appreciate having a clear, defensible number to anchor conversations around, and more than a few have been surprised (in a good way) by what they’ve learned about themselves in the process. Once we’ve established your personal Risk Target, we’ll compare it to the actual risk reading of your current portfolio and have an honest conversation about whether the two are aligned, or whether some thoughtful adjustments might be worth exploring.

If you’d like to get ahead of the curve and schedule a time to run through the Risk Profiling Tool at your convenience, simply give us a call or reach out to the team to set up an appointment. There’s no obligation, just a great conversation and a number you’ll be glad to know.

We’re looking forward to connecting with many of you this month, and as always, we remain grateful for the trust you place in us.

Happy Mother’s Day to all the incredible Moms in the BluHawk family.

And an especially loud shout out to my Mom, who is no doubt among the first to read this each month – what a special, beautiful angel she has always been in my life: I LOVE YOU, MOM!