3 Reasons Why Investors Are Eyeing Emerging Markets

March 4th, 2019|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 [...]

When to Start Receiving Retirement Benefits

January 28th, 2019|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 [...]

Charitable Donation Options After Tax Reform by Paragon Accounting

September 20th, 2018|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 [...]

Financial Terms Made Simple

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 [...]

Client Achievements

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

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 [...]