Financial Wellness Center

Aug 05, 2020

The Federal Reserve’s unprecedented efforts to support the U.S economy during the COVID-19 pandemic include a commitment by the Federal Open Market...

Jun 29, 2020

While visiting an amusement park this summer may not be possible for everyone, the stock market has provided a number of exhilarating rides to make...

Jun 04, 2020

Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a...

Mar 31, 2020

After losing ground in 2018, U.S. stocks had a banner year in 2019, with the S&P 500 gaining almost 29% — the highest annual increase since 2013.1...

Mar 20, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors When I left the corporate world to go independent, I entered the...

Mar 12, 2020

Yesterday, March 11th, 2020 the Dow Jones Industrial Average closed down more than 1,400 points, marking the end of a historic 11-year bull market...

Feb 25, 2020

Key Takeaways: On February 24, 2020 the S&P 500 closed the day down -3.4% – its largest single-day loss since February 2018. Coronavirus outbreaks...

Feb 13, 2020

Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: ...

Jan 22, 2020

By: Kelly Majdan, AIF, QPFC, CRPS – Managing Director, World Investment Advisors It’s been reported that the majority of people by mid-February,...

Jan 10, 2020

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing...

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