What Your Advisors Are Reading This Month

The Latest Reading List from your WPC Advisors

This month’s articles focus on the debt ceiling, saving strategies, tax reporting, Roth IRA planning and cybersecurity awareness.  Our monthly What your Advisors are Reading email shares links to recent articles that we think may be of interest to you.  You can access our archived reading list at www.wealthp.com

Market Related Articles

• Todd Steinbrink:
  • 10 Reasons Most People Will Never Become Rich (msn.com)
  • AI: What it means for investors | Capital Group

• Todd Lyon:
  • Top Financial Advisor Source Wealth Management Planning Content for Week of Mar 25 – Mar 31, 2023  
• Jerry Yox:
  • How worried should we be if the debt ceiling isn’t lifted? (brookings.edu)

Tax Planning

• Patrick Scarborough:
  • When Does The IRS Start Viewing A ‘Hobby’ As A Business? (fa-mag.com)

Financial Planning

• Tim Dougherty:
  • Roth IRA or traditional IRA or 401(k) – Fidelity

Cybersecurity Phishing Information to Know About – Be vigilant of attachments sent to you using Microsoft OneNote

• Todd Steinbrink:
  • Phishing Attack Hackers Have a New Trick – CPA Trendlines