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Tag: investments

Kiplinger Advisor Collective

Dennis McNamara Invited to Join the Kiplinger Advisor Collective

Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts …

FDIC Refresh: Are you covered?

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank …

Silicon Valley Bank

WTF, SVB?! A TL;DR

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank …

Debt Ceiling

A Looming Debt Ceiling

If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s …

SECURE 2.0 Act

SECURE 2.0 Act: If You Don’t Know, Now You Know

On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was …

DALL-E

AI Wrote This Blog

For this month’s contribution, we allowed AI to write this blog. A few weeks back I learned about the artificial …

Preparing Children for their Financial Future

Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution …

Preparing Young Adults for their Financial Future

With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial …

The Dreaded "R" Word

The Dreaded “R” Word

Probably like you, we’re hearing the dreaded “R” word – recession – being referenced quite a bit lately. In fact, …

The Federal Reserve’s Toolkit + Market Hangover

The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution …

SEC enforces ESG disclosure

The SEC Finally Enforces ESG

With Earth Month upon us, we’re happy to report one small, incremental bit of progress in finance: The Securities and …

When Worlds Collide

Investors need to be prepared for when worlds collide. Collisions – whether they be on a macro level (like war, …

The 101 on I Bonds

Before diving into a 101 on I Bonds, let’s first acknowledge that they’re the most boring investment that we’re recommending …

End of Year Planning

Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming …

The Role of Alternative Investments in Your Portfolio

For decades, pundits have taken a stab at writing the obituary for the traditional 60/40 portfolio (i.e. 60% stocks/40% bonds). …

S&P 500 marks 100% gain since March 2020

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 …

Scam Alert

Beware of Financial Scams

A personal contact shared a story with us regarding their friend who recently fell victim to an online gift card …

Inflation

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 …

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. …

Lessons from 2020

Lessons from 2020 2020 will be a year we will never forget. From a global pandemic and civil unrest, to …

Market Review 2020 Cover

2020: Market Review

The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments …

Student Loan Cosigner

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 …

Medical Professionals

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 …

Coronavirus

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, …