Financial Wellness Center

May 18, 2020

Spring cleaning doesn’t just mean dusting off those bookshelves in your living room or vacuuming cobwebs off your ceilings. Spring cleaning can also...

Apr 29, 2020

According to the Federal Trade Commission (April 2020), the FTC has received over 20,000 COVID-19 related complaints since January 1, 2020. ...

Mar 31, 2020

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.1...

Mar 31, 2020

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.1...

Mar 20, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors When I left the corporate world to go independent, I entered the...

Mar 12, 2020

Yesterday, March 11th, 2020 the Dow Jones Industrial Average closed down more than 1,400 points, marking the end of a historic 11-year bull market...

Feb 27, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors As of December 2019, Health Savings Accounts (aka HSA) turned sweet...

Feb 25, 2020

Key Takeaways: On February 24, 2020 the S&P 500 closed the day down -3.4% – its largest single-day loss since February 2018. Coronavirus outbreaks...

Feb 18, 2020

What if you’re saving as much as you can, but still feel that your target retirement savings goal is out of reach? As with many of life’s toughest...

Feb 13, 2020

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: ...

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