Financial Wellness Center

Jun 25, 2019

Student loan debt presents a serious financial burden to countless members of Gen X and Gen Y. We may be some of the most educated generations in...

Jun 24, 2019

There are five estate planning documents you may need, regardless of your age, health, or wealth: -Durable power of attorney -Advance medical...

Jun 23, 2019

As an investor, you probably pay attention to nominal return, which is the percentage increase or decrease in the value of an investment over a given...

Jun 19, 2019

Neither World Investment Advisors, LLC nor its advisors provide tax or legal advice. Consult with an appropriate professional regarding...

Jun 17, 2019

You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And though you may not...

Jun 15, 2019

First-time Home Buyers Rely More on Family for Mortgage Help The way that people are financing their first home purchase is changing. More than 26%...

Jun 14, 2019

A will may be the most vital piece of your estate plan, even if your estate is a modest one. It is a legal document that lets you direct how your...

Jun 13, 2019

Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement...

Jun 10, 2019

According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often...

Jun 04, 2019

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic...

banner_inset_img

Let's get started together