It’s an election year! Each election cycle brings campaigning, lots of news reporting and uncertainty. A common question we are asked is how will the election year impact markets? Read our Election Year and Market Impact Commentary for the complete analysis and charts. Super Tuesday results are in! It looks, as though it will be […]
Election Year and Market Impact Commentary Read More »
WPC Annual Meeting Summary and Takeaways Our 2023 Recap and 2024 Outlook and Team News WPC Annual Meeting’s Key Takeaways There is a difference of opinion on recession versus soft landing as the year begins. The effects of the Federal Reserve’s monetary policy have long and variable lags. There is still more to play
Our Market Recap of 2023 and Outlook for 2024 Read More »
Tax filing time is here and usually that brings many questions. Here are answers to the most common tax filing questions and supporting articles for reference. What dates should I mark on my calendar? January 29 – Filing season start date for individual filers April 15 – Due date for filing a tax return or
Tax Filing Time is Here! Read More »
WPC’s December Reading List What Your Advisors Are Reading This Month. Here’s our final reading list for 2023! We hope you find these curated articles and videos of interest. Watch for more of our lists in 2024. This month we have a range of topics from housing sales and home buying to labor market data.
What Your Advisors Are Reading This Month Read More »
November’s Reading List Successful savings habits, investment opinions, and financial planning articles are in the lineup this month. We thought you may find these articles of interest. If you would like to check out our past lists, they are all archived on the website. Savings and Investing Jerry Yox Eight Important Success Habits I Learned
What Your Advisors Are Reading This Month Read More »
October Reading List from your WPC Advisors Articles this month focus on the updated Social Security COLA for 2024, long-term investing discipline, Medicare enrollment information, identity theft protection, and current interest rate outlooks. Social Security & Medicare Jerry: Press Release | Press Office | SSA Tim: Medicare
What Your Advisors Are Reading This Month Read More »
Take time for an investment check up! When was the last time you looked at your investments? Has it been a year or more since you last reviewed your investment portfolio? Investment philosophies and approaches vary, at Wealth Planning Corporation we follow a time-tested formula to help clients achieve their wealth goals through a disciplined
Is Your Investment Portfolio Meeting Your Needs? Read More »
