By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors As of December 2019, Health Savings Accounts (aka HSA) turned sweet...
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Feb 27, 2020
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...
Jan 02, 2020
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax...
Dec 12, 2019
Are you on your way to achieving your financial goals? The end of the year is a good time to take a look at the previous 12 months and to...
