What Your Advisors Are Reading This Month
A Financial Articles Reading List from your WPC Advisors
What Your Advisors are Reading This Month includes articles written with a focus on investment management, economic conditions, and financial planning. We hope you find these articles sourced from trusted news providers interesting. Be sure to check back monthly for more reading!
Market/Economic Articles
Viewpoints on current economic factors and investments.
Patrick Scarborough: Why Concentrated Stock Positions Are A ‘Loser’s Game’ (fa-mag.com)
Financial Planning Articles
Here is some financial knowledge to help your personal financial situation in 2024.
Todd Lyon: In Wealthy Families, Inheritance Distress Goes Beyond Money | ThinkAdvisor
Todd Steinbrink: A Guide to Tax Deductions for the Self-Employed (msn.com)
Malea Hornback: How Spousal IRAs Can Help Couples Save for Retirement – WSJ
Noah Sayre: Reassessing the Tax Cuts and Jobs Act | Tax Policy Center
Jerry Yox: 5 ways financial advisors help with charitable giving (msn.com)
Tim Dougherty: Understanding 529 rollovers to a Roth IRA (fidelity.com)
For more What Your Advisors are Reading This Month and all of our blogs, articles and checklists, visit our resources page at Resources – Wealth Planning Corporation
WPC helps clients navigate complexity and create sustainable solutions for financial security. Our primary focus is to improve our clients’ long-term financial well-being. Visit www.wealthp.com to learn more.
Our goal as a firm is to provide quality, custom advice, exceptional service, and follow-through with every client encounter. We seek to educate each client and increase their financial confidence in all interactions and communications.
What Your Advisors Are Reading This Month is one of a series of communications dedicated to this effort. Watch for more content and reading lists throughout the year.
