Lots of publications provide a “year in review” issue in December, so here are some reflections on issues that affect WWA and our clients.
I’d like to begin by
It is no secret that the typical American is working long hours with little respite compared to other countries with large economies. Full-time employees report
Lots of publications provide a “year in review” issue in December, so here are some reflections on issues that affect WWA and our clients.
I’d like to begin
There comes a point in life where you want to begin sharing or gifting all the things you’ve collected over the years—stories, wisdom, financial wealth. And
A recently widowed woman visited our office not long ago asking for help understanding her investment portfolio. Fortunately, she was in good financial shape
If an investor decides that stock ownership seems like a workable strategy for making money over time, how does she or he decide which company to become an
Hedge funds are periodically in the news, so let’s shine a light into that corner of the market beginning with a definition. When used as a verb, hedge means to
Many great fortunes have been made by purchasing the right stock at the right time but the risk inherent in the stock market means that there will always be a
You think back fondly on those halcyon collegiate days--studying in the quad, late-night pizza, tailgating for the big tailgating game, dorm living, tossing
Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a
The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you
Although I don't think anyone expects a Social Security check alone to be enough to support their retirement, the income is certainly a welcome addition to
