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: , , , |

02/09/18

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 […]