WFG Blog

  • Jan 18 2019
    2019 Compliance Calendar

    To help you stay ahead of the curve with important deadlines and filings, download our 2019 Compliance Calendar.     If you have any questions about deadlines or information requested, please contact us to discuss today!       Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP)  Read more ➝

  • Jan 15 2019
    A New Year’s Perspective

    It’s a new year and resolutions are in place, but investors in the financial markets may be struggling to find their optimism. The past several weeks have been very difficult, as the stock market sell-off resulted in the worst December performance since 1931. It’s understandable how such a dramatic decline can deliver a blow to  Read more ➝

  • Jan 10 2019
    LiFT Retirement Newsletter Q1 2019

    Ringing in the new year comes with changes to the 401(k) world, and as a plan sponsor, we want to keep you informed and educated. Our latest LiFT Retirement Newsletter features our insights with the following articles: Risky Business: Why Plan Governance Matters 4 Tips to Boost Your Employees’ Retirement Outlook Share Class ABCs: Choose Wisely    Read more ➝

  • Jan 3 2019
    How to Focus on What Really Matters in the Markets

    The recently released LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, is filled with investment insights and market guidance for the year ahead. After nearly 10 years of witnessing the U.S. economy and stock market recover—and thrive—investors are starting to wonder if we’ve seen all this expansion and  Read more ➝

  • Dec 21 2018
    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 ➝

  • Dec 14 2018
    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 ➝

  • Dec 11 2018
    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 ➝

  • Nov 15 2018
    Motivating Savings with Financial Wellness and Plan Design

    How can you, as a plan sponsor, inspire your employees to save for retirement? This article we will discuss holistic ways to promote financial wellness among your employees as well as plan design tips aimed at increasing participation and savings rates. Employee Savings Goals We’ve all heard the saying, “if you don’t know where you’re  Read more ➝

  • Nov 8 2018
    New Space in 2019

    WFG is moving to a new home on December 1! We will update the above photo gallery weekly so you can follow the progress.     Here’s a really early sneak peek of where we’re heading in 2019…  

  • Oct 12 2018
    Thoughts on the Market Sell-Off

    The volatility that is often associated with the month of October has arrived with the market sell-off this week. Experiencing market declines and increased volatility can be unnerving for any investor, but if we can take a step back and see the big picture, that the market and economic environment remain positive, it can be  Read more ➝