Skip to content

Tag: investments

Charitable Contributions in the Season of Giving

As the year winds down and the season of giving takes hold, we wanted to take a moment to revisit

To 529, or Not to 529?

…THAT is the question. Like us, you may be debating the best way to save for your child’s education. You

Five Financial Myths We Need to Bury

In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and quick hacks get plenty
AI Creating new cybersecurity dilemmas

Cybersecurity in the Age of AI

Imagine a world where machines can think, learn, and adapt at lightning speed, transforming our lives in ways we never
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,