What Your Advisors Are Reading This Month (February)

February Reading List from your WPC Advisors

This month’s articles focus on finding unclaimed funds, the Federal Reserve’s economic outlook, estate planning, consumer spending/debt, and where to earn interest on your cash savings.  Last month’s reading list can be found here 

Market/Economic Articles

Patrick Scarborough:  As Goes January, So Goes The Year? Let’s Hope So (fa-mag.com)

Todd Steinbrink: Consumer debt hits record $16.9 trillion as delinquencies also rise (cnbc.com)

Tim Dougherty:  February Fed meeting recap: Fed meeting | Fidelity

Malea Hornback:  High-Yield Savings Accounts, Treasury Bills, Money Market Funds, and CDs—Here’s Where Your Cash Can Earn up to 4.5% | Barron’s (barrons.com)

Estate Planning

Todd Lyon:  Estate planning with couples of all wealth levels | Financial Planning (financial-planning.com)

Unclaimed Funds Information

Jerry Yox:  Ohioans: Do you have unclaimed money? Here’s how to find out (wcpo.com)

Share:

You Might Also Enjoy:

What Your Advisors Are Reading This Month

November’s Reading List Successful savings habits, investment opinions, and financial planning articles are in the lineup this month. We thought you may find these articles

Year End Charitable Gifting

December is fast approaching, now is a great time to review your charitable gifting plans. Here are a few key points of information to know,

Is a Roth Conversion Right For Me?

Roth Conversion This strategy is not for everyone, but everyone should explore this tax savings opportunity.  It may fit your financial situation. When to Consider

More Posts

financial tips

What Your Advisors Are Reading This Month

November’s Reading List Successful savings habits, investment opinions, and financial …

Read More
News
Estate and Charitable Planning

Year-End Tax Information to Review

Before the year is over, cover all your bases and …

Read More
Estate and Charitable Planning

Year End Charitable Gifting

December is fast approaching, now is a great time to …

Read More

Talk To A Wealth Planning Corporation Advisor Today To Get Your Questions Answered