Financial Terms Made Simple by TIAA CREF

By | May 21st, 2018|Categories: Blog, Follow Us, Knowledge Center, Learn, Research|Tags: , , , , , , |

Glossary of Financial Terms to make understanding Wealth Management easier.   Accrued Interest- The amount credited to a bond or other fixed-income security between the date of the last payment and the date when the [...]

Impatient Investors Get Caught in the “Return Gap” A fascinating article about behavioral tendencies in finance.

By | May 15th, 2018|Categories: Blog, Knowledge Center|Tags: , , , , , , |

Impatient Investors Get Caught in the ‘Return Gap’ By: Derek Horstmeyer for the Wall Street Journal Investors on average lose 1 to 2 percentage points a year because of behavioral inefficiencies, writes this professor Because [...]

Dust off your estate plan: 10 common pitfalls to avoid by Kevin Ruth, Head of Wealth Planning and Personal Trust, Fidelity Viewpoints

By | April 30th, 2018|Categories: Knowledge Center|

  Your estate plan should be reviewed regularly to ensure that it continues to meet your needs. BY KEVIN RUTH, HEAD OF WEALTH PLANNING AND PERSONAL TRUST, FIDELITY VIEWPOINTS – 04/05/2017   Do you remember [...]

6 Reasons you should consider a trust

By | April 25th, 2018|Categories: Blog, Follow Us, Knowledge Center|Tags: , , , , , , , |

6 reasons you should consider a trust Trusts can help you control your assets and build a legacy. FIDELITY VIEWPOINTS – 03/05/2018 Wealth Planning Trusts Key Takeaways Trusts can help pass and preserve wealth efficiently [...]

Client Achievements

By | April 14th, 2018|Categories: Knowledge Center|

  WFA client Hal Forney (age 86) and his daughter Donna, completed the 13 mile Tour de Cure bike ride raising over $2500 for the American Diabetes Association. Way to go Hal and Donna! We [...]

Schwab Market Perspective: Navigating the Changing Market

By | March 30th, 2018|Categories: Blog, Follow Us, Knowledge Center|Tags: , , , |

  By LIZ ANN SONDERS JEFFREY KLEINTOP BRAD SORENSEN   Key Points Stock markets have behaved much differently in the last two months as compared to the previous year. Increased volatility, however, doesn’t mean the end [...]