Global Risk Roundup with Ian Bremmer

By | May 31st, 2018|Categories: Blog, Follow Us, Knowledge Center|Tags: , , , |

Ian Bremmer Founder, Eurasia Group Political scientist Ian Bremmer says that despite a strong global economy and resilient financial markets, the likelihood of a big, unexpected crisis is creeping up. Speaking at a recent Schwab [...]

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 [...]