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: Expect Congress To Introduce SECURE 3.0 Next Year, Industry Insiders Say
Jerry Yox: Retirement rule changes coming in 2025 — here’s how you can save more money
Todd Lyon: 7 Tips for More Impactful Giving via Donor-Advised Funds
Todd Steinbrink: 10 Reasons for Investors to be Thankful in 2024 | Morningstar
Malea Hornback: More employers add 401(k) plan match for workers paying student loans
Tim Dougherty: How to pick stocks and bonds in an overvalued market in 2025 – MarketWatch
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:
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.
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