Alert Bells Are Ringing

The Latest from the WFG Blog

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

The Plan Sponsor University

October 11

Increase your knowledge base in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes.

Be a Retirement SUPERHERO

Webinar: October 17 @ 12:00pm

Leveraging the latest trends in the retirement plan industry to seek maximum tax advantage for both large and small businesses.

Inside WFG

New Space in 2019

Catch an early sneak peek at where we're heading...

LIFT Retirement

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WFG Blog

Our latest insights

  • Sep 20 2018

    WFG is moving to a new home very soon! We will update the above photo gallery weekly so you can follow the progress. We will provide more information when it gets a bit closer, but our current estimate for our move is mid-November. Here’s a really early sneak peek of where we’re heading in 2019…  Read more ➝

  • Sep 12 2018

    By Jay Sanford, Director, Investment Strategy History shows you can follow certain indicators to get a decent gauge of where we are in the market cycle.  If you saw our Mid-Year Outlook, you know we are looking at various indicators which include the yield curve (my personal favorite), peak manufacturing and peak earnings to name  Read more ➝

  • Aug 29 2018

    For the majority of future retirees, medical expenses pose significant risk to any retirement plan, and they are only projected to rise. Medical cost estimates for couples throughout their full retirement, assuming both partners are 65, has increased $15,000 from 2016 to 2017, bringing total projections to $275,000, after Medicare coverage.[1] Even for professionals with  Read more ➝