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Cryptocurrency: Should I invest?

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

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

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.…
Lessons from 2020

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

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

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

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

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 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

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

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

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

All 529s Are Not Created Equal

Written by: Dennis McNamara At wHealth Advisors, we strive to educate our clients that the location of their assets is…
The Next Recession and What We Can Learn from the Tour de France

The Next Recession and What We Can Learn from the Tour de France

Written by: Dennis McNamara For the second year in a row I am a daily listener to Lance Armstrong’s podcast…
Trump’s Executive Order on Retirement: What You Should Know

Trump’s Executive Order on Retirement: What You Should Know

Written by: John Munley Out of all of President Trump’s colorful tweets recently, the one that caught our attention was…
The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 3

The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 3

Written by: John Munley Build Good Credit, Early. This is the third part of our three-part series on The Path…
The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 2

The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 2

Written by: John Munley Last week, I shared some advice I want to gift to my young daughters about establishing…
The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 1

The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 1

Written by: John Munley My daughter recently had her moving up ceremony during which she and her class celebrated “graduating”…
So Your Teenage Got Her First Job – Now What?

So Your Teenage Got Her First Job – Now What?

Written by: John Munley My twin daughters got their first real jobs last summer, a common rite of passage through…
How Much Are You Really Paying For Your Investments?

How Much Are You Really Paying For Your Investments?

Written by: Dennis McNamara In a recent Wall Street Journal article , Andrea Fuller recounts her experience of searching for…