Wealth Strategies Team

07/02/2020

Episode 2 is live! This time the focus is on STRESS TESTING. We discuss the concept behind the financial stress test and take a look at scenarios that could put your current financial plan 'under stress'.

We're excited to be back with our second episode of Office Hours, and we'd love to hear your thoughts on our approach!

Click below for Office Hours - Episode 2

  Welcome back to WST Office Hours! Well, we’ve ripped the band aid off and jumped in feet first to our virtual Office Hours. We got some great feedback (make it shorter!), some recommendations (1 or 2 topics, please!), and no one said they didn’t want to see our faces anymore, so we’re goi ....

06/03/2020

Wealth Strategies Team is excited to announce the first episode of our new online series called Office Hours! With so much happening over the last few months, we've decided to try a new way of keeping our clients informed and up to date with our views and perspectives of the changing landscape for financial planning and investing.

In this first 20-minute episode, we look at strategies to consider when markets are down, and what's going on with RMD rules for this year and the future.

We hope you enjoy the first episode of Office Hours! Click the link below to be re-directed to the video on our site's "Blog-Posts" page.
https://www.wealthstrategiesteam.com/economy/wst-office-hours-episode-1/

Thanks for watching!

03/13/2020

In 1949, Benjamin Graham wrote The Intelligent Investor. Warren Buffett, one of today’s great investors, recently stated that this book changed his life when he was 19 and starting his career. In the recent turmoil of the markets, a look back to Mr. Graham’s advice is timely. Check out Wealth Strategies Team's Resource page at https://www.wealthstrategiesteam.com/resources/ for links to Warren Buffett's article and more.

Resources

02/04/2020

With so many remarkable moments, 2019 was an exciting year!

01/29/2020

These new FREE exercises will help you find the confidence to enjoy your lifestyle!

01/28/2020

There was no shortage of fascinating moments in 2019.

01/27/2020

Nearly 3 1/2 years ago, the British voted to leave the European Union. Now it may finally happen. Check out WST member Cliff Jarvis' recap of his original article "Finally, Maybe, Britain Exits" on our Resources page at www.wealthstrategiesteam.com/resources.

Resources