3 Reasons Why Investors Are Eyeing Emerging Markets

Categories: Knowledge Center|

They’re increasingly attractive to investors willing to accept higher risk

Main Points

  • Emerging markets stock prices are rising in anticipation of better global economic growth.
  • Investor risk appetite is increasing and the region provides an attractive valuation.
  • Risks include the possibility of another drop in global stocks and earnings growth that may be too optimistic.

Emerging markets […]

When to Start Receiving Retirement Benefits

Categories: Knowledge Center|


If you are not currently receiving Social Security benefits, WFA Wealth Managers is pleased to assist you in developing an optimized claiming strategy.  All we need to get started is a copy of your personal “Social Security Statement” (if you are married, we need your spouse’s statement as well).  Your personal Social Security Statement can […]

Charitable Donation Options After Tax Reform by Paragon Accounting

Categories: Knowledge Center|

Francis Bacon once said, “With charity there is no excess” – a powerful statement that the IRS would amend to add, “but with limitations.” When it comes to charitable donations, you are allowed to deduct 50% of your charitable donations only as an itemized deduction. However, with the recent implementation of the Tax Cuts and […]

Financial Terms Made Simple

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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 […]

Client Achievements

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 are very proud of […]

Schwab Market Perspective: Navigating the Changing Market

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Market Update by Kenneth Frost, CIO

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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 […]

5 Times you don’t need to give out your Social Security Number

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5 times you don’t need to give out your Social Security number

How to Mess Up Your Plan

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How to Mess Up Your Plan

We talk a lot about good planning and how to do it, but sometimes it helps to learn lessons from the mistakes of others, and try not to fall into the same traps. History can be a great teacher, and those of us in the business hear lots of […]

Why is a properly developed Investment Policy Statement important?

Categories: Blog, Knowledge Center|

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