Virtual Investor Symposium by Dimensional
This virtual event features discussions from thought leaders and senior-level speakers at Dimensional. Presentations introduce key investment principles, describe Dimensional’s investment process, and contrast a market-based approach to alternative management styles. Details below: WHEN: 10:00 – 12:00 PM (Central Standard Time) AGENDA: Welcome The Foundational Principles Science of Investing The Investment Journey A Conversation with David Booth […]
Understanding & Implementing the Hierarchy of Resources
When it comes to financial planning, it’s only natural that every individual would have different priorities, needs, and short- and long-term goals. In the early days and weeks of COVID-19, the uncertainty of the pandemic created a sense of urgency in many; present company included. Some felt the need to rethink and reprioritize where their […]
We’re Maintaining Business As Usual In Response to COVID-19
As we’re all managing social distancing and non-essential business closures that will be in place for at least until the end of this month, each of us at WR Wealth Planners is wholly committed to maintaining business as usual. We’re working remotely, following federal and state guidelines, and still operating at full capacity. Nothing, except […]
4 Ways to Take Advantage of the Financial Benefits of COVID-19
Your financial wellbeing is of the utmost importance during challenging times. The current market is a situation we’re monitoring closely, and we want to assure you that this is no different than any other turbulent times we’ve experienced. This, too, shall pass. You might be surprised to learn that opportunities exist in this COVID-19 market. While […]
The Best Ways to Manage Your Finances & Personal Cash Flow During COVID-19
As the COVID-19 crisis challenges us to make ongoing adjustments to our personal lives and business-as-usual, it doesn’t require that you disrupt your short- and long-term financial goals or the plans we’ve set and worked toward together. Being proactive now in understanding, managing, maintaining, and protecting your finances is essential for staying on track during […]
Your COVID-19 Financial News Update
As we collectively handle the challenges of COVID-19, and as the situation changes daily, we’re committed to bringing you the most up-to-date information you need to make the best financial decisions during this time. Here’s what you need to know this week. 2019 PA Tax Filing Deadline Also Extended to July 15th, 2020 This week, […]
April 15th Filing Extension Brings Economic Relief for COVID-19
COVID-19 has seemingly upended the entire world. Almost overnight, it has dramatically changed how we work, how our kids learn, how we shop for everyday items and groceries, how we interact with others, and how we live life as usual. Unprecedented measures are being taken to ensure that U.S. citizens can maintain and manage their […]
The Coronavirus and Market Volatility
“We can’t tell you when things will turn or by how much, but our expectation is that bearing today’s risk will be compensated with positive expected returns. That’s been a lesson of past health crises, such as the Ebola and swine-fu outbreaks earlier this century, and of market disruptions, such as the global financial crisis […]
What Can Netflix Teach You About Your Finances?
The user experience of a website is akin to the flavor medley of a dish at a restaurant. It can be extraordinary, abysmal, or anything in between and, similar to a patron at a restaurant, it’s typically a primary factor for whether or not the user returns to a website in the future. Like anything […]
Feeling SECURE (act)?
Does it feel like IRAs haven’t seen many big changes lately? Well, that feeling is mostly correct. Besides moderate increases in the amount an individual can contribute to a Traditional or Roth IRA each year, the rules have remained mostly unswerving. With the bipartisan ‘Setting Every Community Up for Retirement Enhancement Act’ (SECURE Act) however, […]