The Active Advisor

Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling

Mick Heyman · December 12, 2023

Finance · Authorin

About Mick Heyman

Mick Heyman, podcast guest

Seasoned Wealth Manager Mick Heyman: Harmonizing Finances for Lasting Prosperity

40 Years Wealth-management experienceBillions Client assets managed with his equity team30+ Years Longest-standing client relationshipsFounder Heyman Investment Counseling

Mick Heyman is a seasoned wealth manager with a career spanning four decades, guiding individuals and institutions to build and preserve wealth. He founded Heyman Investment Counseling, introducing a stress-free method for harmonizing your finances. Beginning in Cincinnati, his journey started with a realization that human emotion is the linchpin driving financial markets, defying the traditional economic understanding.

Moving to Louisville, Mick honed his expertise in equities, managing billions in assets with a team of top equity managers. His tenure culminated in consecutive outperformance of the S&P 500, marking an exceptional track record. San Diego beckoned as the next destination, bringing Mick back to his roots of working closely with individual investors. Some of his clients have trusted him for over three decades, a testament to his steadfast approach.

Mick's unique approach is anchored in understanding human nature and appreciating long-term trends, a perspective he shares through articles on LinkedIn and contributions to esteemed financial publications. He's been featured in the Wall Street Journal, among others. His philosophy centers on sound money management as the conduit to health, wealth, and wisdom.

In his book, "Mellow Your Money," Mick provides a transformative guide to navigating the markets and building wealth without succumbing to stress.

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About this episode

Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling LLC. 

Michael discusses:How self-awareness can lead to better financial decisionsAdvantages of short-term problems for long-term investorsHow to talk to clients about market volatilityTips to overcome investment anxiety

Mick Hayman, CFA® is a distinguished wealth manager with a remarkable four-decade career in guiding individuals and institutions toward building and preserving wealth. As the Founder of Hayman Investment Counseling, Mick has cultivated a stress-free balanced money mindset approach to investing. He is also the author of Mellow Your Money, How to Surf the Market, and Build Wealth without Stressing Yourself Out!

Guest Details:Mick Heymanon LinkedInHeyman Investment Counseling Website

Harbor Capital Details:Harbor Capital WebsiteHarbor Capital on LinkedInHarbor Capital  on YoutubeHarbor Capital  on TwitterHost Bryan Moore on LinkedIn

Previous guests include:

1. Frank Toth, Principle, and COO at Capital Conclusions Corporation

2. Aaron Gilman, Chief Investment Officer at IFP3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors

4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors

5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors

7. Michael Collins CFA®, Founder and CEO at WinCap Financial

8. Brian Keenan CFP®, CEO and President at Keenan Financial

Check out our three most downloaded episodes:

Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation

HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP

A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors

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Guest: Mick Heyman

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