WFG Blog

  • 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

    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 you in becoming familiar with important dates, deadlines, challenges, and opportunities that may arise during tax season.    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 ➝

  • Sep 27 2018
    Joe DeNoyior Named One of 2018 Financial Times 401 Top Retirement Advisors

    Washington Financial Group is pleased to announce that Managing Partner Joe DeNoyior has been named one of the 2018 Financial Times 401 Top Retirement Advisors. The formula the FT uses to grade advisers is based on seven factors and calculates a score for each adviser. The factors were: Defined Contribution (DC) Assets Under Management (AUM),  Read more ➝

  • Sep 12 2018
    Alert Bells Are Ringing

    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
    Health Savings Accounts: Features Your Employees May Thank You For

    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 ➝