THE LATEST
Men's Health: The Wisemen Retreat
About The Wisemen Project The Wisemen Project is a men’s holistic health group that melds proven, ancient techniques of movement,…
Federal Tax Proposal – A Summary
The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not…
S&P Gains 100% from March 2020 Low: Now what?
After hitting “rock bottom” following global shutdowns related to the coronavirus in March 2020, the S&P 500 has roared ever…
Beware of Financial Scams
A personal contact shared a story with us regarding their friend who recently fell victim to an online gift card…
Should I Be Worried About Inflation?
The topic of inflation is getting lots of attention these days. Inflation, for starters, is defined as the decline in…
Seven Types of Rest You Need
In a perfect world, we’d all get 8hrs of quality sleep each night. In reality, many of us fall short…
Cryptocurrency: Should I invest?
Crypto’s place in a portfolio: Cryptocurrency has an identity crisis. Depending on who you ask, some view it as a…
Estimating Returns: Hope for the Best, Plan for the Worst
Between 1926-2020, the US stock market return was basically 10% per year. While it’d be great to bank on 10%…
The Latest Investment Craze: Non-Fungible Tokens
Over the past month nonfungible tokens, or NFTs, have been all over the news. Saturday Night Live even got involved.…
Minimalism: Financially prudent, environmentally responsible... the shortest route to happiness?
What could eschewing the non-essential mean for your life? A quicker path to financial freedom? A reduced environmental footprint? More…
Lessons from 2020
Lessons from 2020 2020 will be a year we will never forget. From a global pandemic and civil unrest, to…
This One Change to Financial Aid Could Negatively Impact Many Families
At the end of 2020, Congress passed the Consolidated Appropriations Act. Most of the attention around this act, a $2.3…
2020: Market Review
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments…
Cosigning a Student Loan: Pros & Cons
Cosigning a Student Loan: Pros & Cons The process of taking SAT/ACT exams, sending out handfuls of college applications, and…
Webinar: Financial Crash Course For DOCTORS
FINANCIAL CRASH COURSE FOR DOCTORS wHealth Advisors is excited to announce a free webinar to help doctors (and those in…
The Coronavirus and Market Volatility
The world is watching with concern the spread of the new coronavirus. The uncertainty is being felt around the globe,…
Doctors Get Shafted When It Comes To Finances
Written by: Dennis McNamara In a profession where it is expected that the practitioners embody the highest degrees of empathy,…
The SECURE Act: What you need to know
Written by: Dennis McNamara Congress just passed a year-end bill known as the SECURE Act (i.e. Setting Every Community Up…
Climate Change and Your Portfolio
Written by: Dennis McNamara Introduction As financial planners that adhere to an evidence-based investment philosophy, we at wHealth Advisors use…
All 529s Are Not Created Equal
At wHealth Advisors, we strive to educate our clients that the location of their assets is often just as important…