LPL Investor Tax Guide 2018-19

Year-end is approaching and being prepared is the best way to make this tax season your easiest yet. To ease some of the burdens of tax season LPL has created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face. It will assist  Read more ➝

WFG Named 2018 NAPA Top DC Advisor Team

Washington Financial Group has been named one of the 2018 NAPA Top DC Advisor Teams. The teams list, ranked by self-reported DC assets under advisement, actually contains fewer teams than did our inaugural list, though we maintained the AUA threshold of $100 million. However – and doubtless the strong markets have played a factor –  Read more ➝

The Ups and Downs of 2018

By Jay Sanford, Director, Investment Strategy We felt it would be a good time to check in now that the elections are over and the holidays are in sight. As stated at the beginning of the year, we thought we could see positive single digit returns in the markets, with an increase in volatility.  We  Read more ➝