WFG Podcasts
3 Pods, 1 Question Each WeekIn each episode, we focus on answering your frequently asked questions.
Retirement Plans
Our differentiator is our passion for your employeesWe believe that as an employer, you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why, we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.
Retirement PlansWealth Management
A future of fulfillmentSecuring your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan.
Wealth ManagementNEWS
04.08.2019
NAPA: Using the Power of Tech Aggregation to Expand Your Business
04.03.2019
401kTV: Retirement Technology Solutions are Becoming a Helpful Tool
03.20.2019
Retirement Advisor Council: Colin Clark joins the Retirement Advisor Council
EVENTS/WEBINARS
06.26.2019 Webinar: Hello Retirement (view recording)
07.31.2019 Webinar: Midyear Outlook 2019 (view recording)
08.28.2019 Webinar: Marriage & Money (view recording)
09.18.2019 Webinar: How to Develop an Effective Retirement Plan Committee
10.09.2019 The Plan Sponsor University
11.13.2019 Webinar: Effective Employee Engagement in Your Retirement Plan
WFG PODCASTS
WFG Blog
Our latest insights
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Sep 5 2019
The Dog Days of Summer were on full display this past month, as a variety of concerns pushed stocks and bond yields lower. After reaching new record highs in late July, the S&P 500 Index dropped approximately three percent in August as trade concerns pressured investor sentiment around the world. Impacts of U.S.–China trade tensions Read more ➝
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Aug 23 2019
As a member of your company’s retirement plan committee, if you have recently been informed that one or more of your company’s retirement plan investments are on the Watch List, don’t panic. This is an opportunity for due diligence and possibly to enhance the plan’s performance. Approach As a thoughtful plan fiduciary, your company’s retirement Read more ➝
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Aug 2 2019
This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated Read more ➝