Financial Wellness Center

Apr 18, 2019

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

Feb 18, 2019

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

Jan 31, 2019

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

Jan 20, 2019

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...

Jan 04, 2019

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

Oct 01, 2018

The SMARTMap Portal offers you a simple and secure location where you can monitor the financial components of your life, allowing you to make...

Nov 02, 2017

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

Nov 02, 2017

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...

Nov 01, 2017

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

Oct 30, 2017

Do investors rely on emotion when investing? Many behavioral economists and psychologists believe they do. As much as we recognize the need to save,...

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