by Marilou Davido | May 17, 2022 | Resources
According to Charles Schwab, risk tolerance is the level of risk an investor is willing to take. But being able to accurately gauge your appetite for risk can be tricky. Risk can mean opportunity, excitement, or a shot at big gains—a “you have to be in it to win...
by Marilou Davido | May 16, 2022 | Resources
Wealth management is not just about making money. At WFA, we believe wealth management is an ongoing process to accumulate, protect, utilize, and maintain financial assets in a tax efficient way for both your generation and the next. It involves a comprehensive...
by Marilou Davido | May 11, 2022 | Resources
Have you ever wondered what the difference is between a Financial Advisor and a Financial Planner? A Financial Advisor is a broad term for financial professionals who can help manage money but may or may not provide a comprehensive plan for their clients. While a...
by Marilou Davido | May 9, 2022 | Resources
What is the First Step in Financial Planning? Understand your current financial situation; particularly cash flow. Cash management is a key part of a financial plan because cash is the primary asset used to pay obligations on a regular basis. In today’s market and...
by Marilou Davido | Apr 18, 2022 | Announcements
WFA Asset Management Corporation is proud to announce that Tax Advisor Jake Janicek has received his Enrolled Agent (EA) designation from the IRS. This accomplishment expands Jake’s standing in the eyes of the IRS, allowing him to communicate directly with the IRS...
