Financial Wellness Center

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: ...

Jan 30, 2020

Super Bowl LIV, the 54th Super Bowl, will decide the National Football League champion for this current season. The game is scheduled to be played on...

Jan 22, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors It’s been reported that the majority of people by mid-February,...

Jan 15, 2020

According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do with...

Jan 10, 2020

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing...

banner_inset_img

Let's get started together