WorthWhile Reading

  Have you ever wished for a pocket glossary when dealing with your finances? Here are some more terms defined to prepare and empower you for savvy conversations surrounding the finance industry. If you missed A-C take a look at last week’s WWC’s blog!  ...

  Last week…was another decent on this rollercoaster we call The Markets!         The first graph above illustrates just how volatile the markets have been the last four weeks.  As you can see, all of the US Equities displayed the same pattern...

  It’s no secret that words have power, especially when it comes to explaining financial concepts. The more you know, the better you can understand your financial situation. Use this handy and accessible guide next time you need to show off some financial...

  Last week…the markets ended on a much more positive note that we observed the previous 2 proceeding weeks.     All asset classes, except Commodities were up, and as far as equities went, they were up quite a bit.  US Growth companies all jumped over...

  Tax Treatments Aren't Always Favorable   SNTs operate as pass-through entities, and the tax treatment favors ongoing distributions to the beneficiary. Any earned investment income usually goes to the beneficiary that same year, with the distributions taxed...

    Last week…was unsurprisingly another rough week in the market.       On the heels of the Fed’s decision to continue to aggressively raise rates to mitigate inflation, the market reacted pretty strongly with sell-offs across all asset...

  Many parents with a disabled child worry about how care, support and financial needs for their child will be met when they are no longer alive. Often leaving money directly to their children jeopardizes their ability to receive any help from means-tested...

  Last week…was a repeat of the week before, only worse –     Again, all asset classes lost ground except one; this time it was Commodities, the all-out performer so far this year, trading places with Treasury TIPS. Most likely the anticipated, then...

  An emergency fund is a crucial part of any financial plan. A little cushion to soften the blow of an unexpected expense, emergency needs or loss of a job. But why would a woman need more cash available in their emergency fund than the average male? Keep reading...

  Last week…was a complete reversal from last week’s report.     Instead of all asset classes being up, everything (except US TIPS) was down. The volatility could have something to do with the jobs report. It was better than expected. Wait! Shouldn’t...