Our Eye is on the Horizon, Part 1

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Pearls of wisdom from WFG's Director of Investment Strategy, Jay Sanford

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Our latest insights

  • Apr 25 2018

    By Jay Sanford, Director, Investment Strategy I’m going to start with the bad news and it’s a secret, so please keep this close to the vest…  the stock will eventually go down!  I know, I know, it’s hard to believe.  We have had 9 years of growth (albeit slow at times) and the fundamentals and  Read more ➝

  • Apr 12 2018

    As a plan sponsor, you are no stranger to the annual retirement plan review. Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan. Many times, the focus of an annual review has to do with investments and fund line-ups; and  Read more ➝

  • Apr 2 2018

    Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan. Download our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider due diligence, and investment due diligence.   To access our Infographics page where  Read more ➝