The Personal Financial Portal (PFP) offers you a simple and secure location where you can monitor the financial components of your life,...
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Nov 02, 2017
Watch this video to learn more about World Investment Advisors Financial Wellness Program. The Program includes the following: Personal...
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,...
Oct 20, 2017
During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be...
Oct 02, 2017
The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much...
Oct 01, 2017
A glide-path is an investment roadmap that a target date fund uses to take you from the beginning of your career, all the way to retirement. The TDF...
Sep 30, 2017
Insuring a vacation home is different from insuring a primary residence. As a result, you’ll want to purchase insurance that is specifically geared...
Sep 22, 2017
The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. The FOMC’s preferred measure of inflation is...
