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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
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
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
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
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
How Much Are You Really Paying For Your Investments?
Written by: Dennis McNamara In a recent Wall Street Journal article , Andrea Fuller recounts her