Financial Wellness Center

As 2025 comes to a close, now may be the ideal time to review your tax strategy and find potential opportunities. The steps you take before the end...

For nearly a quarter century, employers have been able to offer their retirement savings plan participants age 50 and older a valuable opportunity —...

Written By: Nate Garrison, CIO, World Investment Advisors What Happened at the Fed's September 2025 Meeting? The Federal Reserve Open Market...

According to the 2025 Trustees Report estimates, Social Security will only have sufficient funds to pay full benefits until 2033. After that, payroll...

With the enactment of the One Big Beautiful Bill Act in July 2025, Congress introduced a new class of tax-advantaged savings vehicles for minors...

Over the past several years, news reports have grown more intense about the precarious global supply of rare earth minerals. Yet outside scientific...

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....

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

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

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