WFY Wealth Management

After one of the most topsy-turvy presidential campaigns of all time, Republican nominee Donald Trump is the president-elect. For financial advisors, wealth management firms and their hundreds of millions of clients across the country, the end of the election marked the beginning of preparing for the next presidential administration — simply the latest historical event to guide clients through with a focus on avoiding common behavioral mistakes that hurt portfolios or sever customer relationships. #wealthmanagement #financialadvisor #finance

If clients are worried that the country may face a repeat of the tension following the 2020 election, remember that time and what the markets did in response. #wealthmanagement #highnetworth #finance

As competition in the wealth management and investment space continues to grow, retaining high net-worth clients can be challenging, especially as demands change. But a new report that asked HNWI’s about their relationship with their advisor highlights a clear piece of advice for advisors – there is no typical client and you cannot one size certainly does not fit all. #wealthmanagement #highnetworth #finance

As the U.S. heads into another presidential election, concerns are growing about potential delays in results and the risk of unrest, especially given the heightened polarization in recent years. Here are some key strategies that can help you stay prepared and steady. #investing #wealthmanagement #finance #financialplanning

There's the persistence of the rich, but the wealth boom has also had important consequences. #wealthmanagement #highnetworth #wealthplanning #finance

Holistic advisory services like succession planning, retirement strategies and estate planning are needed now more than ever. #wealthmanagement #retirement #successionplanning #finance

Retirement is one of those life events we all know is coming, but sometimes we put off preparing for it. To help ensure your retirement is as smooth and stress-free as possible, here are five common financial mistakes to watch out for—and how to avoid them. #retirement #wealthmanagement #finance

The Social Security Administration has announced there will be a 2.5 percent cost-of-living adjustment for 2025, marking a smaller increase than in recent years as inflation moderates. The boost, unveiled on Thursday morning, covers nearly 68 million Social Security beneficiaries and an additional 7.5 million individuals receiving Supplemental Security Income. #COLA #wealthmanagement #retirement #finance

Heading into the 2024 election, Republican and Democratic tax policy proposals reflect their differing economic ideologies. #wealthmanagement #taxplanning #financialplanning #finance

If you ever needed proof that retirees who are healthier and wealthier are also more satisfied with their retirement, a new survey by the Employee Benefits Research Institute may be just what you're looking for. #wealthmanagement #highnetworth #retirement #finance