Ward Capital Management

02/10/2022

Economic prospects are at an alltime low in nine countries, including the U.S., Canada, Germany, Japan, and China.

For us, this only further highlights the need for a financial advisor. Whether you need to rebalance your portfolio, reassess your retirement needs, or pursue a different financial goal, we are here for you.

02/09/2022

Taking stock of the new Fed and ECB monetary policy frameworks.

As monetary policy continues to develop, we will keep you updated on the most significant changes.

Both the Federal Reserve and European Central Bank updated their monetary policy strategies in the last two years. David Wessel and Eric Milstein summarize the discussion on these changes between central bank leaders.

02/08/2022

As CPI and financial markets have soared over the pandemic, investors should be watching closely to see how Fed tapering impacts future monetary policy.

Have questions about how tapering might affect your portfolio? Connect with us to learn how you could benefit from a portfolio audit.

02/03/2022

This list outlines the 25 most philanthropic billionaires in America.

Anyone you expected to see on this list that wasn't there?

From Warren Buffett to newcomer Jeff Bezos, the nation's most generous billionaires have given away a collective $169 billion in their lifetimes–and are still richer than ever.

02/02/2022

It is important to be aware of the cognitive biases we commonly exhibit when investing. These biases can be linked to many of the emotions outlined in this chart.

Maintaining a growth mindset and learning from our past mistakes can also help us make better decisions in the future.

02/01/2022

Portfolio rebalancing is more important for some types of investors than others.

Have questions about how drift might be affecting your portfolio? Schedule a consultation with us to learn more about why a portfolio audit can hedge the risk of volatility.

Rebalancing is more important for some types of investors than others.

07/29/2016

401k Costs Part II: The Pros and Cons of hiring an Investment Advisor to help manage your Company’s 401k July 25, 2016 by Chris Leave a Comment The second major part of a retirement plan’s cost to your company and employee participants is the cost of having an Investment Advisor assist your company…

06/11/2016

401k Costs Part 1: Investment Option Expenses – is the issue just the cost of the funds or is there something more to it? June 2, 2016 by Chris Leave a Comment Whether you’re a plan sponsor evaluating your 401k or an employee trying to figure out what investment options (mutual funds) you should sel...

04/29/2016

Traditional 401k vs Roth 401k – Which one is right for me? April 25, 2016 by Chris Leave a Comment In 2006, the IRS made provisions under the 401(k) tax code allowing employees whose company provides a 401k, to make their contributions as either “traditional” pre-tax contribtuions, which are deducte…

04/26/2016

It’s the Little Things… My Heart Murmur Story. April 25, 2016 by Chris Leave a Comment I want to tell you a story about an event in my life that left a profound impression on me, and reinforced not only on how I approach my practice but also the way I try to approach every facet of my life. If you…