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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
The Latest Investment Craze: Non-Fungible Tokens
Over the past month nonfungible tokens, or NFTs, have been all over the news. Saturday Night
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
Lessons from 2020
Lessons from 2020 2020 will be a year we will never forget. From a global pandemic
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
2020: Market Review
The year 2020 proved to be one of the most tumultuous in modern history, marked by
Cosigning a Student Loan: Pros & Cons
Cosigning a Student Loan: Pros & Cons The process of taking SAT/ACT exams, sending out handfuls
Webinar: Financial Crash Course For DOCTORS
FINANCIAL CRASH COURSE FOR DOCTORS wHealth Advisors is excited to announce a free webinar to help
The Coronavirus and Market Volatility
The world is watching with concern the spread of the new coronavirus. The uncertainty is being
Doctors Get Shafted When It Comes To Finances
Written by: Dennis McNamara In a profession where it is expected that the practitioners embody the
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.
Climate Change and Your Portfolio
Written by: Dennis McNamara Introduction As financial planners that adhere to an evidence-based investment philosophy, we
All 529s Are Not Created Equal
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
Written by: Dennis McNamara For the second year in a row I am a daily listener
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