Economic Outlook: Where We Currently Are and Where We Are Heading by Ken Frost, CFA

2020-05-19T13:48:53-07:00Categories: Blog, Follow Us, Knowledge Center|Tags: , , , , , |

WFA San Diego’s Chief Investment Officer, Ken Frost, CFA recently shared his views on the economy – Where we currently stand and where we are heading.  As always, please do not hesitate to reach out to your WFA San Diego Financial Advisor with any questions or points of feedback.

Check out the link below to view […]

Cyber Security for the home by: Jeff Spate, Senior Systems Eng. II, LANSolutions LLC.

2020-05-14T10:51:43-07:00Categories: Blog, Follow Us, Knowledge Center|Tags: , , , , |


To navigate these unprecedented times, many of us are working remotely or have had to make changes to our daily lives. WFA San Diego has asked LANSolutions, our IT partner, to share some guidelines to help us combat possible cyber security threats.


By Jeff Spate, Senior Systems Engineer II, LANSolutions LLC

May 11, 2020


With more employees […]

The CARES Act & SECURE Act: How your 2020 RMD is affected

2020-04-22T08:41:56-07:00Categories: Blog, Knowledge Center|Tags: , , , , , |

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the funding, loans, and tax provisions designed to provide economic relief to all Americans.
The CARES Act also includes changes that will directly impact you, as a IRA accountholder that is required to take […]

Zermatt Holdings expansion announcement

2020-03-27T15:26:45-07:00Categories: Blog|Tags: , , , |

Charlotte-based Zermatt Holdings acquires San Diego-based RIA, announces presence in Southern California Market

Charlotte-based Zermatt Holdings announces the acquisition of San Diego-based WFA Wealth Managers. This acquisition serves as Zermatt’s founding Southern California presence, as the holding company soars past $1B AUA.

WFA brings more than 100 years of investment management experience collectively, and over $300 […]

SECURE Act Key Points

2020-01-29T14:23:13-08:00Categories: Blog, Follow Us, Knowledge Center, Learn|Tags: , , , , , |

Dear Clients,


With the recent legislative changes we wanted to keep you well informed.  Please feel free to contact us should you have any questions.


SECURE Act Key Points

Happy New Year! 2019 was a fantastic year here at WFA, for both the stock and bond markets and most importantly for our clients’ portfolios! On December 20, 2019 […]

Financial Terms Made Simple

2019-12-13T09:46:28-08:00Categories: 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 security is sold, or any intermediate date.  The buyer usually pays the seller the security’s price plus the accrued interest.

Asset Allocation– In […]

Market Update by Kenneth Frost, CIO

2018-02-12T09:03:15-08:00Categories: Blog, Follow Us, Knowledge Center|Tags: , , , |


After reaching an all-time high on Friday January 26, the stock market has endured two weeks of declines amid volatile trading that has seen wild daily price swings and taken the major indices into correction territory, declining 10% or more from their peaks.  It appears that investors have abruptly shifted their focus from worrying about […]

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