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 and Financial Planning Articles
Patrick Scarborough: IRS Hikes Estate, Gift Tax Exemptions; Boosts Standard Deduction
Jerry Yox: Social Security Announces 2.5 Percent Benefit Increase for 2025 | SSA
Todd Steinbrink: A Q3 Earnings Season Preview, Key Drivers and Key Factors
Malea Hornback: Checks And Balances: Your Year-End Financial Checklist
Tim Dougherty: Stocks are expensive, but their rally can continue for at least another year. Here’s why. – MarketWatch
Todd Lyon: Should You Invest Gradually or All at Once?
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
Recent Blogs:
- Year-End Financial Checklist – Wealth Planning Corporation
- Financial Matters and Chronic Illness – Wealth Planning Corporation
- Financial Tips to Know Early in Life – “If I Knew This in My 20’s or 30’s” – 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.
Planning, Coaching, Advising – since 1984
