Financial Wellness Center

Jul 17, 2025

President Trump signed into law the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, after months of deliberation in the House and Senate. The...

Jul 14, 2025

As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio....

Jun 03, 2025

The LGBTQ+ community has long faced financial challenges and disparities, largely due to societal discrimination and inequality. Despite progress...

May 26, 2025

Understand the Differences Between Price and Value and Stay Disciplined In the midst of unsettling headlines, volatile markets, and economic...

May 20, 2025

Written By: Nate Garrison, CIO, World Investment Advisors Moody's Downgrades United States Rating to AA1 from AAA The credit rating agency...

May 13, 2025

Escrito por: Nate Garrison, CIO, World Investment Advisors Estados unidos/china reducen mutuamente los aranceles durante 90 días Estados Unidos...

May 13, 2025

Written By: Nate Garrison, CIO, World Investment Advisors US/China Mutually Reduce Tariffs for 90 Days The United States and China announced...

May 05, 2025

Many financial advisors are starting to work jointly with mental health counselors to help clients who are having difficulty making financial...

Apr 11, 2025

Escrito por: Nate Garrison, CIO, World Investment Advisors ¿Qué pasó el miércoles 9 de abril? La “pausa” El miércoles 9 de abril, el presidente...

Apr 11, 2025

Written By: Nate Garrison, CIO, World Investment Advisors What Happened on Wednesday, April 9? The "Pause" On Wednesday April 9th, President...

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