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 insightful. Be sure to check back monthly for more reading!
Market, Economic and Financial Planning Articles
Jerry Yox:
You Inherited an IRA. Here’s How to Avoid a Huge Tax Bill.
Patrick Scarborough: ‘
Super Catch-Up’ Contributions Are Here, But With Limits
Malea Hornback:
An Investor’s Guide to Taxes: Capital Gains, Dividends and More to Help Maximize Your Return – WSJ
Housing Market Predictions for 2025 – Ramsey
Todd Steinbrink:
Jigsaw Puzzle: Growth vs. Value | Charles Schwab
Will the United States Dollar Be Dethroned? | Charles Schwab
Tim Dougherty:
Upcoming tax changes in 2025|Fidelity
Noah Sayre:
Should investors be nervous about the stock market? | Capital Group
Todd Lyon:
Market Timing vs. Time in the Market –
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 WPC Blogs:
WPC helps clients navigate complex financial situations. Our primary focus is to improve our clients’ long-term financial well-being. Visit www.wealthp.com to learn more.
As a firm we strive 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
