Financial Wellness Center

The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning...

Each year, the Plan Sponsor Council of America (PSCA) surveys employers to gauge trends in retirement plan features and participation. Results are...

Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for...

In the final quarter of 2018, interest rate and growth fears, along with geopolitical events, sparked volatility in the financial markets and...

In October 2018, the Dow Jones Industrial Average, a widely followed measure of stock-price performance of 30 of the largest U.S. companies, dropped...

College graduation is a time of new beginnings and new financial responsibilities. Help new college grads get off on the right foot...

The Personal Financial Portal (PFP) offers you a simple and secure location where you can monitor the financial components of your life,...

Watch this video to learn more about World Investment Advisors Financial Wellness Program. The Program includes the following: Personal...

A lot can happen in the course of a year…and it usually does. Show your clients how a yearly financial checkup can help keep them on track towards...

When investing, particularly for long-term goals, there is one concept you will likely hear about over and over again — diversification. Why is...