What Your Advisors Are Reading This Month

what your advisors are reading this month

What Your Advisors Are Reading This Month  

Reading List from your WPC Advisors for March

 

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 article links sourced from trusted news providers interesting.   Be sure to check back monthly for more reading!

Tax and Financial Planning Articles
Financial knowledge to help you with college and tax planning

Patrick Scarborough: Now’s The Time To Use 529 Tax Break For Roth IRA Rollovers, Advisors Say (fa-mag.com)

Jerry Yox:                  Trump tax cuts set to expire – will you be affected? (msn.com)

Market and Economic Articles
Articles providing market and economic viewpoints

Malea Hornback:    Warren Buffett Warns Gen Z Investors To Remember This ‘One Fact of Financial Life’ (msn.com)

Tim Dougherty:       The future of finance | BlackRock Investment Institute

Todd Steinbrink:     Europe is having its worst earnings season since the onset of Covid (cnbc.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.

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